A Leader in Institutional Investment Solutions

Panter & Kelly Financial LLC is an investment advisory firm overseeing more than $560 million in corporate pension and foundation assets.  Our professionals combine a wealth of financial experience with an unparalleled level of client service, to provide one of the best investment  platforms in the industry today.

In today’s business climate, a properly structured and managed defined benefit plan is critical to a company's financial health.  Our solution enables clients of any size to realize significant cost savings, improved risk-management and investment diversification, while relieving company personnel of considerable administrative and fiduciary responsibilities – allowing them to focus on their core business mission.

Our defined contribution platform includes a wide variety of world-class investment managers and highly customized participant education, resulting in increased employee satisfaction and fiduciary protection.

 

 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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