Kessler Investment Group, LLC
Kessler Investment Group, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Columbus, Indiana. Founded in 2011, the firm employs around 8 professionals and serves individuals (including high-net-worth), as well as other investment advisers. The group emphasizes personalized client service, disciplined portfolio management, and an independent business model that prioritizes clients' interests.
Investment Strategy
Kessler Investment Group pursues a client-centric, actively managed investment approach using individual equities and ETFs. The firm focuses on disciplined portfolio construction, leveraging advanced technology platforms and independent market research. They customize strategies to client risk tolerance, emphasize transparency and communication, and are nimble in adapting portfolio allocations in response to market conditions.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | ALPHABET INC | 6.75% | $15.7M | 64,683 | $142.76 | $243.10 | +$4.5M |
C CRWD | CROWDSTRIKE HLDGS INC | 5.79% | $13.5M | 27,502 | $357.72 | $490.38 | -$181.9K |
D DELL | DELL TECHNOLOGIES INC | 5.25% | $12.2M | 86,321 | $128.03 | $141.77 | +$1.6M |
R ROKU | ROKU INC | 4.92% | $11.5M | 114,527 | $91.31 | $100.13 | +$4.7M |
A ANET | ARISTA NETWORKS INC | 4.89% | $11.4M | 78,092 | $79.19 | $145.71 | +$3.6M |