A Leader in Institutional Investment Solutions

Panter & Kelly Financial LLC is an investment advisory firm overseeing more than $475 million in corporate pension and foundation assets.  Our professionals combine a wealth of financial experience with an unparalleled level of client service, to provide one of the best investment platforms in the industry today.

In today’s business climate, a properly structured and managed defined benefit plan is critical to a company's financial health.  Our solution enables clients of any size to realize significant cost savings, improved risk-management and investment diversification, while relieving company personnel of considerable administrative and fiduciary responsibilities – allowing them to focus on their core business mission.

Our defined contribution platform includes a wide variety of world-class investment managers and highly customized participant education, resulting in increased employee satisfaction and fiduciary protection.

 

 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

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