Scott Kelly

Functions as a College/University

Corazon Capital employs an unconstrained investment approach. They believe this provides the flexibility to shift the asset and style allocation to take advantage of changing market conditions. They make a detailed review of their clients' needs and risk profile to create optimal, tailored portfolios for wealth preservation and long-term growth. Corazon Capital is an alternative active investment manager. They draw on their proprietary risk modeling and fund manager selection processes when formulating strategies. The focus on absolute return and aim to construct and manage portfolios that combine the potential of equity returns with the lower risks typically associated with more conservative, fixed-income investments.

Operates as securities and investment educational institute

LGT Crestone is an active manager which focuses on long-term results to build solid, stable, balanced portfolios to last generations. The firm aims to construct portfolios tailored to client’s needs while taking advantage of market opportunities in a risk-conscious manner. They pay specific attention to risk management and portfolio stability during periods of heightened market volatility. LGT Crestone takes the global views of their research providers, as well as insights from their own in house Investment Forum, and combine this with their own analysis of asset classes, sectors and markets to formulate the firm's House View. The firm’s House View provides a framework for their long-term strategic and short-term tactical asset allocation decisions.

Operates as a real estate investment trust company