Individual Investors

Panter and Kelly Financial allows individual investors with minimum liquid assets of $100,000 to diversify their retirement and investment portfolios among 45 of the country’s leading investment managers, many of whom would normally require minimum investments of $10 million to $100 million.

To better serve our clients, we have partnered with SEI Investments (Nasdaq: SEIC), the leading “Manager-of-Managers” in the United States, which currently manages over $200 billion in investment assets. This partnership allows our clients to achieve competitive pricing normally reserved for only the wealthiest investors.


These programs, until recently available only to large institutions and the wealthiest families, provides us with all the elements of a disciplined, scientific and long-term process designed to provide enhanced investment returns.


Strategic Asset Allocation

As an investor, nothing is as important to you as developing the proper asset allocation model. Over the long-term, the proper mix of stocks, bonds and cash is the most important factor in reducing risk in your portfolio. As time passes, we conduct periodic meetings with all clients to ensure that the asset allocation we have developed accurately reflects your investment goals, time horizons and risk tolerances.


Portfolio Diversification

By combining multiple asset classes and differing investment styles within your portfolio, we seek to lower the volatility of returns – that is, the range of different returns you could experience over time in your portfolio.


Use of Specialist Managers

The program utilizes only institutionally-based money managers who focus on specific types of asset classes. This assures us that the money managers choosing stocks and bonds on your behalf are always operating in a narrowly focused area of proven expertise.


Continuous Portfolio Monitoring

In addition to automatic rebalancing, the managers within the program are continually monitored to ensure that each is investing only in the specific types of securities for which they were hired.


Tax Management

Our program has different portfolios for taxable and tax-exempt investors. Using multiple tax-control strategies, the tax sensitive portfolios seek to reduce tax liability and generate enhanced after-tax returns.

We would enjoy the opportunity to speak with you at any time to discuss your financial objectives.