Kestrel Investment Management Corporation - San Mateo, California

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Kestrel Investment Management Corporation: A Detailed Overview

For individuals and organizations seeking dedicated investment services, Kestrel Investment Management Corporation presents itself as a specialized firm. Located at 411 Borel Ave # 403, San Mateo, CA 94402, and reachable at 650-572-9450, Kestrel focuses on providing tailored financial solutions. Their website, kestrelinvestment.com, offers a portal to deeper insights into their offerings.

Key Features and Specializations: Kestrel Investment Management distinguishes itself through a commitment to custom-built investment strategies. While they don’t broadly advertise specific investment products, their core competency lies in crafting bespoke portfolios designed to meet the unique goals and risk tolerance of their clients. They appear to emphasize a consultative approach, prioritizing understanding a client’s complete financial picture before proposing any investment plan.

Location and Accessibility: The firm’s San Mateo address at 411 Borel Ave # 403 is situated within a business-friendly area of California. Notably, Kestrel Investment Management has prioritized accessibility, offering a wheelchair accessible entrance and wheelchair accessible parking lot, ensuring convenient access for all clients.

Additional Information of Interest: It’s important to note that as of the latest data, Kestrel Investment Management Corporation currently has 0 reviews on Google My Business. This means there's a lack of publicly available customer feedback at this time. The average opinion currently stands at 0/5, reflecting this absence of reviews.

Summary Table:

Recommendation: Considering the limited publicly available information, potential clients should approach Kestrel Investment Management Corporation with a desire for a detailed, personalized consultation. Given their focus on bespoke strategies, a thorough discussion of individual financial objectives is crucial. We strongly recommend visiting their website at kestrelinvestment.com to initiate contact and explore how their specialized investment services might align with your specific needs. Don’t hesitate to call them directly at 650-572-9450 to schedule an initial discussion.

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