Kessler Investment Group, LLC

Kessler Investment Group, LLC (KIG) was established on October 18, 2008, and offers investment management services primarily focused on discretionary portfolio management for individuals, institutions, and ERISA Plans. The firm provides various strategies such as Capital Growth, ETF Capital Growth, Balanced, ETF Balanced, ETF Broad Equity, Rising Dividend, and Small Cap Growth, suitable for long-term investors. KIG also offers financial planning services covering investment, life insurance, tax, retirement, college, and debt planning. As a fiduciary, KIG acts in the best interest of clients, even in cases of potential conflicts of interest. The firm manages client portfolios based on tailored relationships, with assets under management totaling $190,537,111 as of December 31, 2022. KIG's fee structure includes a standard fee schedule based on a percentage of assets under management, with a negotiable minimum annual advisory fee of $175. Clients are responsible for custodial fees and transaction costs. KIG utilizes fundamental, technical, charting, and cyclical analysis in its investment strategies, emphasizing an Active vs. Passive process to optimize long-term returns. The firm's investment philosophy focuses on timing and asset allocation to achieve superior returns. KIG has not reported any disciplinary events and maintains a code of ethics to ensure compliance and transparency in client transactions. The firm participates in institutional services programs offered by TD Ameritrade Institutional, Fidelity, and Schwab Advisor Services for custody services. KIG also offers sub-advisory services to other investment management firms.