Kessler Investment Group LLC

Overview

Kessler Investment Group LLC is an independent, SEC-registered investment adviser headquartered in Columbus, Indiana. The firm offers fee-only investment management services, emphasizing a fiduciary commitment to prioritize clients' interests. As of September 30, 2025, Kessler managed assets totaling $372 million, serving clients across 26 states. The firm's investment strategies include Capital Growth, ETF Capital Growth, Balanced, ETF Balanced, ETF Broad Equity, Rising Dividend, and Small Cap Growth, all tailored for long-term investors. The firm's portfolio is diversified across various asset classes, including equity, fixed income, real estate, private equity, and venture capital. Kessler focuses on multiple investment stages, such as early stage, growth, late stage, pre-IPO, and buyout opportunities. Geographically, the firm primarily concentrates on investments within the United States. The industries targeted encompass technology, healthcare, financial services, consumer goods, energy, real estate, telecommunications, media, retail, transportation, utilities, materials, industrials, consumer services, and basic materials. Kessler's investment approach is characterized by a disciplined strategy aimed at achieving impressive investment results. The firm utilizes advanced technology and research to provide personalized asset analysis, allocation, and investment services. This commitment to research and technology enables Kessler to navigate the ever-changing marketplace effectively, ensuring that client portfolios are managed with a focus on long-term growth and stability.

Investment Focus

• Long-term investment horizon
• Accredited investor status may be required for certain investment opportunities

Portfolio Companies