Portfolio Management & Investment Consulting
Kiel Investment Company
Kiel Investment Company LLC is an independent registered investment advisor (RIA)*
Philosophy
Simplicity
KIC believes that a portfolio does not need to be complex in order to be efficient. Complexity tends to add additional layers of cost to a client’s portfolio without a corresponding contribution to performance. By utilizing ETFs based on an index, complexity is reduced and costs are minimized.
Stability
Controlling volatility is one of the most important factors in ensuring a positive return in a portfolio. Limiting downside risk allows returns to be compounded. Quite simply, compounding is difficult to achieve if a portfolio’s volatility goes unchecked.
Teamwork
If desired, KIC will gladly coordinate with your other advisors (accountants, attorneys, trustees, et al.) to ensure that your financial needs are met holistically.
Portfolio Management
Kiel Investment Company (KIC) specializes in providing long-term investment guidance, portfolio structuring and portfolio management. The firm endeavors to acquire the highest possible risk-adjusted returns for its clients in all market environments. KIC also strives to meet the unique financial requirements of each client by individually structuring portfolios and actively managing client assets with the prudent use of well-established investment principles.
Investment Analysis and Consulting
Kiel Investment Company has a wealth of experience in investment analysis and will provide one-time or ongoing analysis services on a consulting basis. This includes start-up investment analysis (including Friends & Family, Angel, and Seed stage investments) as well as guidance for a variety of other investment types.
Kiel Investment Company LLC (KIC) is a Registered Investment Advisor* that was established in 1997. KIC was originally formed to manage the assets of founder Kregg Kiel's father and his associates as they retired from Whirlpool.
Kregg A. Kiel
Licensed Investment Advisor Representative
Kregg Kiel has been managing the portfolios of high net worth and ultra-high net worth clients for over 20 years. More than a decade of that time was dedicated to managing the investment activity of a Single Family Office in Chicago. He obtained an MBA in Finance from Northwestern’s Kellogg School of Management. Kregg also retains Series 63, Series 65 and Series 79 designations.
He lives in Carmel, Indiana with the love of his life, Julie, and her fantastic daughter Chloe. Occasionally, he can be found in his yard meticulously tending to the landscape or wandering through the local woods pondering the markets. For better or worse, he is a diehard Northwestern fan.
Contact Kiel Investment Company:
3774 Canterbury Ct
Carmel IN 46033
312-259-4957