Kelson Group

Due Diligence

Kelson Group employs a process driven approach to identify premier investment strategies and partnerships. We use both a qualitative and quantitative analysis to understand each prospective team. Prior to assignment, our diligence process includes multiple meetings; feedback from independent industry sources; performance record review and comparison; completion of a detailed questionnaire, and key personnel background checks.

 

 

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All securities transactions are offered through Kelson Capital LLC, Member of FINRA. Member of SIPC.