Craig Adam Kessler

Operates as a bank holding company whose subsidiary provides commercial banking, consumer lending and wealth management services

KM uses value investing on the equity or stock investment side of their business. The firm relies primarily on their own fundamental research to identify attractive candidates for investment and uses several proprietary and non-proprietary sources, including computerized fundamental databases, brokerage and other industry contacts and management interviews. On the fixed income side of their business, KM utilizes defined maturity ETFs instead of individual fixed income securities.

Functions as a College/University

State chartered commercial bank

KIG seeks to generate solid long-term returns through the application of the principles of passive investing, also known as Modern Portfolio Theory (MPT), and the application of the principles of active investment management. The firm utilizes a top-down approach to manage client portfolios.

Gladstone provides continuous and regular supervisory, or management services based on the client’s individual goals, objectives, risk tolerance, time horizon, liquidity needs, investment assets, and income that utilize the investment strategy selected by the client.

Develops cloud-based data processing software and services