KESSLER INVESTMENT GROUP, LLC

Overview

Kessler Investment Group, LLC is an independent registered investment adviser that manages portfolios primarily for individual and family clients. The firm favors liquid equity exposure, with a clear tilt toward exchange-traded equities and concentrated public-stock positions, while supplementing portfolios with ETFs for diversification. Advisory services center on financial planning and portfolio management for individuals and small businesses; fee arrangements include percentage-of-AUM and fixed-fee engagements. The firm does not position itself as a multi-state or pension consultant and is not an active ESG investor. Investment activity indicates a pragmatic blend of individual-stock selection and broad-market ETF allocations, suggesting a manager-driven equity approach rather than model-only or index-only implementation. Kessler uses third-party alternative fund managers for private placements and real estate exposure rather than operating its own private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices