Investment Due Diligence

As a fiduciary, KELLY Advisory acts as an independent investment advisor to recommend and monitor investments that help seek growth while managing risks. Our co-fiduciary services help manage the burden placed on current plan fiduciaries by measuring your plan’s risk and cost benchmarks. Our prudent process begins with a review or assistance in developing your Investment Policy Statement.

We believe a written investment policy is the only way to demonstrate a thoughtful process and make well-informed, prudent investment decisions.   We help you develop your overall investment policy approach and create your Investment Policy Statement that describes the procedures and metrics used to manage the investment process.