Knowing whom to trust is one of life’s great challenges, especially when it’s about trusting someone with your financial well-being. The Kelly Group understands that “trust” is something that must be earned, every day with every client. When addressing their clients’ needs – including investment choices, critical retirement decisions and estate planning – the firm’s advisors understand they are among the most important people in their clients’ lives. And they act accordingly. Read More
This annual event provides an opportunity for advisors to hear directly from Davis Funds chairman and portfolio manager, Chris Davis, assistant portfolio manager Danton Goei, and members of the Davis Research Team. Chris and his colleagues discussed the Davis investment philosophy and process, as well as key themes that may drive shareholder returns in the years ahead. And, during an extensive Q&A session, they responded to advisor questions with candid and informative responses.
The Kelly Group was presented with the Bel Air Appearance and Beautification Award at a recent town meeting. The award honors local residents and businesses for their beautification efforts in the aesthetics of their properties. The Kelly Group offices are located side by side at 48 and 54 East Gordon Street in Bel Air. We are pleased to be recognized for our efforts in keeping our properties well maintained and attractive to the public