Our Strategies

Let's Plan Your Future

Kessler Investment Group (KIG) is dedicated to providing individually managed portfolios for individual investors and institutions. Kessler Investment Group manages client portfolios on a discretionary basis and is compensated exclusively by an asset-based fee. We do not charge or accept commissions.

Working with Kessler Investment Group is different than working with a traditional broker or investment salesperson. Here you will know that our incentive is aligned with yours. Our reward does not come from a corporate office and is not based on how much commission we generated for a brokerage firm. Client satisfaction is our reward and investment performance is the yardstick used to measure our success.

Below you will find information about our three investment strategies. Before opening an account, we will meet with you to fully assess your investment objective and determine which portfolio might be right for you.

Investment Strategies

At Kessler Investment Group, our goal is to help clients achieve their investment goals by delivering investment results that exceed their expectations.

The Dividend Income Portfolio

Objective

The Dividend Income portfolio is a diversified stock portfolio with the primary objective of providing a dividend yield that is consistent with that of the Standard & Poor’s 500® Index. The portfolio’s secondary objective is to protect capital.

Identify the Universe

The first step in the KIG investment process is to identify the Standard & Poor’s 500® Index sectors that are expected to outperform the broader market. To establish the list of sectors, the portfolio manager applies the proprietary AVP process. Once the sectors have been identified, the portfolio manager will “drill down” to find stocks that meet the KIG investment criteria. These criteria are designed to identify companies with the following qualities:
• Well-capitalized with strong balance sheet.
• A history of consistent and growing dividend payments.

Examine Cash Flow Characteristics

Strong companies pay dividends to shareholders out of cash flow. Historically, companies that have consistently increased their cash flows have rewarded their shareholders with increased dividends and superior total returns.

Select Companies

The stocks selected for the portfolio are those that meet the KIG investment objectives, trade at attractive valuations and are likely to exceed market expectations for future cash flows.

Kessler Investment Group, LLC is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Kessler Investment Group, LLC and its representatives are properly licensed or exempt from licensure.

The Balanced Portfolio

Objective

The Balanced portfolio is designed for investors looking for the stable income that can come from fixed income investments with the potential for growth that comes from equities.

Portfolio Construction

The portfolio is constructed by blending high-quality fixed income securities with the Dividend Income portfolio.

The target allocation of equity securities and bonds is determined based on the client’s initial interview at the time the account is opened. During annual reviews, or more frequently if necessary, the allocation will be adjusted so as to remain consistent with the client’s investment objective. Portfolio weightings of equities vs. fixed income will range in percentage from 70/30 equity/fixed income to 30/70 equity/fixed income as determined by the client’s objectives.

Fixed income securities are selected based on the client’s liquidity needs and risk profile.  KIG selects fixed income securities that are considered “liquid”, meaning there is an active market available for trading.  Fixed income securities selected may include, but are not limited to; individual bonds, preferred stocks, mutual funds and exchange-traded funds (ETFs).

Kessler Investment Group, LLC is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Kessler Investment Group, LLC and its representatives are properly licensed or exempt from licensure.

The Total Return Portfolio

Objective

The Total Return portfolio is a diversified, “go anywhere” portfolio which is comprised of individual stocks and/or bonds that KIG believes will deliver superior upside potential to that of the overall market as measured by the Russell 3000® Index. At KIG, we believe avoiding downside risk is a key ingredient to achieving the portfolio’s objective. This means the portfolio will not remain fully invested at all times. When market conditions dictate, the portfolio manager will reduce the portfolio’s exposure to the stock and/or bond market.

Identify the Universe

The first step in building the portfolio is to identify the stock market sectors which the KIG investment process determines may outperform the broader market. To establish the list of sectors, KIG applies the proprietary Active vs. Passive (“AVP”) process. Once the sectors have been identified, we drill down to find the stocks that meet our investment criteria. These criteria are designed to identify companies with the following qualities:  Well-capitalized with a strong balance sheet; Record of financial strength and profit growth

Examine the Technical Picture

The chart of a company’s stock price gives a history of what investors have been willing to pay for the company. KIG believes this is important information and gives the portfolio manager the opportunity to gauge whether the stock is over-owned or ready to be accumulated.

Stocks or Bonds?

The KIG approach is to use both stocks and bonds to achieve the portfolio’s objective of outperforming the broad market, as measured by the Russell 3000® Index.  At times, bonds offer a better opportunity for upside returns than stocks. To invest solely in stocks, when the objective is total return, decreases the chance for success.

Portfolio Selection

The stocks and bonds selected for the portfolio are those that meet the investment objective of the portfolio, exhibit attractive price charts and represent the “best of breed” within their sector.

Kessler Investment Group, LLC is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Kessler Investment Group, LLC and its representatives are properly licensed or exempt from licensure.

More Info

Whether you are an existing client or simply have questions about our firm, we would be delighted to speak with you. Call or email our team at any time.

Columbus Office:
Phone: 812.314.0083

Greenwood Office:
Phone: 317.837.4910

Hours:
8:00 - 5:00pm, Monday through Friday

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