WHAT OUR CLIENTS TELL US ABOUT WHY THEY HIRED KCM TO MANAGE THEIR INVESTMENTS

• EXPERIENCED INVESTMENT TEAM
• OPEN TO DISCUSSION ABOUT OUR STRATEGIES AND IMPLICATIONS OF CURRENT MARKET CONDITIONS
• PERIODIC FACE-TO-FACE MEETINGS FOR FORMAL REVIEW OF PORTFOLIO RETURNS, ETC.
• SMALLER FIRM PROVIDES BETTER LEVEL OF CLIENT SERVICE THAN A LARGER FIRM — PROFESSIONAL PORTFOLIO MANAGER IS YOUR CONTACT PERSON
• NICHE STRATEGIES NOT AVAILABLE ELSEWHERE — INNOVATIVE
• CONVENIENCE—ALL STRATEGIES IN ONE PORTFOLIO, NO NEED FOR MULTIPLE MANAGERS OR MULTIPLE ACCOUNTS
• ACKNOWLEDGED LEADERSHIP IN INNOVATIVE STRATEGIES — E.G. ETF-BASED PORTFOLIO MANAGEMENT
• REASONABLE MANAGEMENT FEES
• TAILORED, ADAPTABLE APPROACH TO MANAGING YOUR MONEY
• ALIGNMENT OF INTERESTS WITH THOSE OF THE CLIENT—SUITABILITY
• CHEMISTRY-COMFORT-TRUST & STRONG REFERRALS



The KCM team:

James V. Kelly, CFA
President & Founder

Jim has nearly 40 years of experience in the financial services industry, and is a recognized pioneer in ETF-based portfolio management. Jim has prior experience with the largest US insurance company, one of America’s top banks, a private investment consulting firm, and a private finance company. He holds a BA from the University of Virginia, and an MBA in finance and investments from the Stern School of Business at New York University. Jim is also a CFA Charterholder, an affiliate-member of the Market Technicians Association (MTA), and a retired United States Marine.



David P. Przywara
Portfolio Manager and Research Analyst

David brings to KCM over a decade’s experience at various levels from Investor Relations to Chief Operating Officer for a foreign division of a major US insurance company. David assists in the analysis of equities, debt, real estate, and alternative investments. He is also the founder and principal of Vector 9 Strategies which is a diverse, private real estate investment firm. David holds a BS in business from the University of Delaware and an MBA in finance and investments from Drexel’s LeBow Graduate School of Business.



Clyde B. Lane, Jr.
Security Analyst – Fundamental & Webmaster

Clyde brings to KCM over a decade of experience in financial analysis, trade processing, and website design. He holds BS and MBA degrees in finance & accounting from the University of Delaware, and is an affiliate member of the CFA Society of Philadelphia.




©2017 Kelly Capital Management, LLC