Wholesale & Sophisticated Investors

The Kelly Partners Private Wealth team have a strong history of recommending investment solutions designed to specifically meet the needs of our clients leveraging a range of high-quality investment managers.

As a boutique investment advisory firm responsible for aligning investment outcomes with client objectives, it is critical to have high conviction on core investment beliefs to guide the work we do every day. Central to this is our high touch personal service, backed by an institutional approach and capability that focuses on asset allocation, capital preservation and investment returns with a medium to long term view. We think this provides clients with confidence and comfort around ensuring that capital is protected for generations to come and ensuring decisions made today support their legacy of the future.

Our Core / Satellite approach to portfolio construction combines the best of portfolio theory and a real-world market-tested approach. It is a commonsense investment approach that brings greater discipline and stability to an investment portfolio. When building the core of a clients investment portfolio we leverage our BlueCore Model Portfolios. These are actively managed, multi-asset, multi-manager portfolio’s powered by the institutional data, research and analytics of Resonant Asset Management

We provide three Core models: