Active Investment
Management
Strength &
Security
Wealth Advisory
Services
Active Investment Management The fact is, a fortune can be lost far quicker than it is made.
We invest with discipline, patience and long-term vision in things that can materialize and grow over time.

Our Protect & Prosper approach attempts to reduce volatility and minimize loss during difficult market conditions and to seize opportunity when the market is thriving.

Our goal is steady long-term growth. We don’t believe in playing with people’s livelihoods.
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Wealth Advisory Services Our investors are unique, and their lives are dynamic and fast paced. Most rely on us to serve as their “team leader”, their single point of contact for all of their Wealth Management needs. As part of our comprehensive Wealth Management services, we offer concise and actionable financial advice where we help with:
  • Organizing and simplifying complex financial situations
  • Maximizing investment returns within appropriate risk levels
  • Increasing retirement savings
  • Developing cash-flow models for retirement
  • Minimizing taxes
  • Saving and paying for college
  • Reviewing executive compensation plans
  • Evaluating and obtaining quality health and life insurance
  • Creating estate plans to protect and pass on your wealth to future generations

Our goal is to provide simple action plans that help our investors make better financial choices.
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STRENGTH & SECURITY Kelley Investments offers the expertise and accessibility of a local firm with the services, resources and security of one of the world’s largest institutional custodians.

We are currently using National Financial Services (NFS), a Fidelity Investments company, to hold our clients accounts in safe custody, to produce our investors monthly account statements, and to process our transactions.

Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.
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Active Investment Management Wealth Advisory Services Strength & Security OUR SERVICES

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©2020 Kelley Investments | Site by: RYNO

Legal Disclaimer: Past performance is no guarantee of future results, and there is no guarantee that Kelley Investments’ investment decisions or recommendations will be profitable. Wherever there is the potential for profit, there is also the possibility of loss. Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA. Kelley Investments is not affiliated with Ceros Financial Services. This information does not constitute an offer to sell or solicitation of an offer to invest with Kelley Investments in any jurisdiction in which such an offer, solicitation, or investment would be unlawful under the securities laws of such jurisdiction. An investor should consider their investment objectives carefully before investing. An investor can obtain a copy of Kelley Investments Form ADV or Privacy Policy by calling 858.350.1010, and should read them carefully before investing.

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