Kelly Capital Management is a Veteran-Owned, Registered Investment Advisor.   We broadly diversify investment portfolios across the global capital markets and can include exposure to commodities and real estate; in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions, and manage portfolio risk, we use and consistently refine our proprietary risk models.

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Miller/Howard Investments Inc. is a boutique investment management firm with over two decades of experience managing portfolios for major institutions, mutual funds, and individuals in disciplined investment strategies. We work with consultants and investors nationwide to provide long-term wealth-building and income-generating solutions.  Our portfolios offer the opportunity for strong current income, growth of income, and capital appreciation in various strategies. We combine rigorous financial analysis with environmental, social, and governance (ESG) evaluation.

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Suncoast Equity Management, Inc., is dedicated to providing you with what we believe is a time-tested strategy with proven success. We offer a concentrated portfolio of high quality lower risk businesses that is generally categorized as Large Cap Core (with a growth bias).  The portfolio managers at Suncoast, Don Jowdy and Amy Lord, welcome your inquiries and would enjoy the opportunity to build a long term relationship to benefit your clients and your practice together.”

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Founded in 1999, Envestnet began with an idea that would revolutionize the services that financial advisors provide to their clients. Envestnet fits seamlessly into your practice, enhancing your ability to help clients make smarter decisions, build stronger portfolios, and look to the future with confidence.

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