Founded in 2010 by Eric Koselak, Kestrel is dedicated to personal service and to adding significant value to a client’s financial situation through a disciplined process of goals assessment, effective asset allocation strategy, and appropriate investment choices. We develop a personal investment program and provide active supervision of the client’s investments.
How We Serve You
Kestrel Wealth Management, LLC is a private and independent registered investment advisor located in northern Indiana. We provide investment management services to high-net-worth individuals, endowments, and charitable organizations. By limiting our services to a small number of wealthy families and institutions, we can devote all our attention to understanding and meeting their unique needs, allowing us to focus on finding the proper investment opportunities for each client.
Kestrel Wealth is a fee-only wealth manager. Our fees are based on assets under management and are clearly detailed in our Investment Advisory Service Agreement.