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Welcome | Kelly Capital Management

Brokerage and Custodial Relationships. Beat The Markets With. Our mission is to help our clients achieve their goals by attempting to attain an attractive rate of return on their investments over the long term, while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions. KCM has experience providing:. Tailored investment policy statements. Client-specific asset mix strategy. Regular and ad hoc cash flow generation. 2015 Kelly Capital Management, LLC.

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Brokerage and Custodial Relationships. Beat The Markets With. Our mission is to help our clients achieve their goals by attempting to attain an attractive rate of return on their investments over the long term, while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions. KCM has experience providing:. Tailored investment policy statements. Client-specific asset mix strategy. Regular and ad hoc cash flow generation. 2015 Kelly Capital Management, LLC.
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Welcome | Kelly Capital Management | kcm-invest.com Reviews

https://kcm-invest.com

Brokerage and Custodial Relationships. Beat The Markets With. Our mission is to help our clients achieve their goals by attempting to attain an attractive rate of return on their investments over the long term, while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions. KCM has experience providing:. Tailored investment policy statements. Client-specific asset mix strategy. Regular and ad hoc cash flow generation. 2015 Kelly Capital Management, LLC.

INTERNAL PAGES

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Links to Other Sites | Kelly Capital Management

http://www.kcm-invest.com/brokerage.html

Brokerage and Custodial Relationships. Listed below are links to the firms in which KCM has a brokerage or custodial relationship. Morgan Stanlely Smith Barney. 2016 Kelly Capital Management, LLC.

2

Historical Articles | Kelly Capital Management

http://www.kcm-invest.com/past_newsletters.html

Brokerage and Custodial Relationships. July 2016 KCM Market Commentary. June 2016 KCM Market Commentary. April 2016 KCM Market Commentary. March 2016 KCM Market Commentary. January 2016 KCM Market Commentary. December 2015 KCM Market Commentary. October 2015 KCM Market Commentary. September 2015 KCM Market Commentary. June 2015 KCM Market Commentary. March 2015 KCM Market Commentary. December 2014 KCM Market Commentary. September 2014 KCM Market Commentary. August 2014 KCM Market Commentary. 4th Quarter,...

3

All-Cap Multi-Strategy | Kelly Capital Management

http://www.kcm-invest.com/acms.html

Brokerage and Custodial Relationships. Kelly Capital Management's (KCM) ACMS Strategy combines several ETFs into a single, coordinated portfolio designed to provide our clients:. 149; Constant exposure to a large group of actively traded domestic stocks. 149; Active sector, style and market cap rotation. 149; Risk reduction through vast diversification. 149; Which sector ETFs will be held. 149; The level of market cap exposure across large, mid, and small cap ranges. 149; Cash equivalent position. Howeve...

4

Bond Portfolio Management Strategy | Kelly Capital Management

http://www.kcm-invest.com/bond.html

Brokerage and Custodial Relationships. Bond Portfolio Management Strategy. KCM’s BPM Strategy provides clients:. Competitive total returns and current income (for taxable clients, a tax free income stream). Principal protection and reduced credit risk. Ability to combine individual bonds with bond ETFs and closed-end funds. In general, tax-free portfolios will hold individual Treasuries and Agencies (Governments). AAA grade corporates (Credits) may also be held if the yield warrants.

5

Large-Cap Core Strategy | Kelly Capital Management

http://www.kcm-invest.com/lcc.html

Brokerage and Custodial Relationships. KCM’s LCC Strategy combines sector and large company oriented ETFs into a single, coordinated portfolio designed to provide our clients: Constant exposure to well known large cap Stocks. 149; Active management. 149; Risk reduction and substantial diversification. Since inception, the strategy has generated gross, total returns consistent with its investment objective. Examples of ETFs which may be employed in the strategy include but are not limited to:.

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Welcome | Kelly Capital Management

Brokerage and Custodial Relationships. Beat The Markets With. Our mission is to help our clients achieve their goals by attempting to attain an attractive rate of return on their investments over the long term, while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions. KCM has experience providing:. Tailored investment policy statements. Client-specific asset mix strategy. Regular and ad hoc cash flow generation. 2015 Kelly Capital Management, LLC.

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