Kelson Group

Advisory Services

Our advisory services ensure that our clients are positioned strategically to stay engaged with both investors and prospective investors on a continual basis. Premier firms should be positioned as a resource to provide insights on the markets, economy and policy to maintain and to enhance their visibility with the investor community.

Our advisory services work proactively with clients to achieve a more comprehensive relationship with institutional investors. Specific services include:

  • Coordinate strategic meetings with institutional investors
  • Consult on marketing materials and communications
  • Advise on platform expansion of new strategies
  • Schedule featured speaking engagements at industry events/conferences
  • Facilitate proactive interaction with advisors/consultants
  • Develop formal marketing plans/research



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

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