Kessler Investment Group, LLC

Kessler Investment Group provides discretionary portfolio management and financial planning to a mix of retail and institutional clients, including individuals (both non‑HNW and high‑net‑worth), ERISA retirement plans, trusts, charitable organizations, other investment management firms, and insurance company clients. As of December 31, 2024 the firm reported $300,442,706 in assets under management (and $4,330,985 in assets under advisement) across roughly 554 client relationships.

The firm’s investment process is an Active vs. Passive (AVP) approach that shifts between Modern Portfolio Theory‑style passive allocations and sector‑focused active management, using fundamental, technical, charting and cyclical analysis to time allocations. KIG offers multiple strategy portfolios — including Capital Growth, Rising Dividend, Balanced and several ETF strategies (with stated benchmark objectives such as the S&P 500 and Russell 2000 Growth) and positions these strategies for long‑term investors.

A distinctive aspect of the firm is its role as a sub‑adviser and program participant for third‑party firms: the brochure describes sub‑advisory arrangements (including participation in a GCM/GWP program that pays KIG a portion of program fees) and regular work with other advisers and insurance company clients. KIG also describes its strategy objectives relative to market benchmarks and makes performance information available in its client materials and on its website, activities that the firm’s disclosure notes and sub‑advisory relationships show are less common among similarly sized team firms.