Kestrel Capital is fully employee owned, meaning we are free to create a culture based on integrity, trust and teamwork. As true partners – with each other and with our clients – we are able to put clients first. This focus, and our independence, enables us to concentrate exclusively on understanding and meeting our clients’ unique needs with the best possible solutions. Our team have built successful careers at the world’s largest investment firms. We set up Kestrel Capital because we are 100% focused on wealth advisory. With no proprietary products, we are free to offer unbiased advice based solely on each client’s needs.
Every client relationship begins with careful, thoughtful, and personal conversations about an individual’s or institution’s goals and objectives. The dialogue includes assessing the client’s liquidity needs, income requirements, current holdings and particular preferences. This provides the foundation of a collaborative relationship that addresses – and anticipates – a client’s needs. Once goals, tolerance for risk and time horizon are determined, we begin to consider an asset allocation strategy and to make investment recommendations.