Contact Us
The Kelliher Corbett Group

OUR MISSION STATEMENT

Risk | Relationship | Results

Our Story and Services

Our Story & Approach

For over 25 years, The Kelliher Corbett Group has been a trusted advisor to individuals, families, businesses and nonprofit organizations. We provide clients with the scope, scale and oversight of a global financial services firm coupled with the independence, objectivity and service capabilities of a boutique advisory and consulting group.

Core Services

Core Service Graphic _ 4 colors Square.png


Experience & Resources that Make a Difference

  • 14-Member Practice with More than 220 Years of Combined Experience

  • Over $ 3.3 Billion in Assets Under Management (As of 1/31/18)

  • Over 100 Institutional & Corporate Clients

  • Serve Approximately 30,000 Retirement Plan Participants

  • Backed by the Strength of Morgan Stanley - $2.2 Trillion in Assets Under Management



Independent & Objective Stewards

  • Open Architecture Platform
  • Independent, Non-Proprietary Investments

  • Complete Fee Transparency & Cost-Efficient Solutions



Awards & Recognition

  • 13 - Time Recipient - "Top 100 Retirement Plan Advisory Teams" - PLANADVISER Magazine - The Kelliher Corbett Group (2004-14, 2016, 2018)

  • 5 - Time Recipient - "America’s Top 1200 Financial Advisers" - Barron's Magazine - Stephen Kelliher (2014 - 2018)

  • 2017 Recipient - "Top DC Advisor Firms" - National Association of Plan Advisors (NAPA) - The Kelliher Corbett Group (2017)

  • 2017 Recipient - "Top 401 Retirement Plan Advisors" - Financial Times - Joseph McLaughlin (2017)

Services Include

  • Professional Portfolio Management
  • Endowments and Foundations
  • Corporate Retirement Plans
  • Executive Benefit Services
  • Institutional Services
  • Retirement Planning
  • Financial Planning
  • Taft-Hartley Plans
  • 401(k) Rollovers
  • Trust Services*


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Retirement Plans

Experience & Resources That Makes A Difference

Today retirement plan sponsors are seeking a different type of advisory and consulting firm — one where they can benefit from a comprehensive approach and provide them the resources, tools and advice that they need.

Our clients feel they receive the greatest value from our ability to offer a robust suite of services that support continuous improvement across all elements of their retirement benefit offering


Comprehensive Advisory & Consulting Solutions for: 
  • Defined Contribution – Profit Sharing, 401(k), 403(b) and 457 Plans 
  • Defined Benefit, Pension and Cash Balance
  • Non-qualified Deferred Compensation


Services Available to Your Plan

P2018 new new RP graphic 4.png



Choose a Fiduciary Wisely

When hiring an Advisor to help you fulfill your fiduciary duties, it’s important to align with a firm that has the size, strength and resources to meet your needs today and in the future. Fiduciary support is only as meaningful as the organization standing behind it.

For over 25 years, The Kelliher Corbett Group has served plan sponsors by developing reliable processes to govern and guide all critical areas of plan design and oversight. Our clients benefit from the unique combination of the scale and resources of an industry-leading global financial services firm, coupled with the independence, objectivity and experience of a boutique consulting group.



Retirement Industry Awards & Accolades

RP Awards new g2.png


Individuals & Families

Custom Solutions for Individuals & Families


What are your financial goals and dreams? 


The Kelliher Corbett Group has the experience and resources to translate your goals into a personalized strategy. Working closely with you, and acting as your advocate, Portfolio Manager and Financial Advisor we will develop a tailored investment portfolio that is durable through even the most challenging market cycles. We are passionate about developing a long-term relationship with each client, that fosters trust and delivers the results you desire. Ultimately our core focus is on Risk - Relationship - Results. 



Core Services & Capabilities

  • Custom Portfolio Management
  • Financial & Retirement Planning - LifeView
  • Trust & Legacy Planning 
  • Charitable Giving
  • Investment Tax Optimization Strategies



A Disciplined Approach

The Kelliher Corbett Group's personalized wealth management process, begins with you, your investment objectives and your financial goals. Leveraging our vast resources – including intellectual capital, experience and dedicated personal service – we can work with you to create a custom portfolio. Then, over time, we can adapt it to changing circumstances, helping you to achieve – and to protect – you goals.


The Approach Consists of Four Stages:

Picture I_F Tab 37.png

Getting started is easy. It begins with a conversation.


Nonprofit Organizations

Prudent Stewardship That Seeks to Optimize The Resources That Support Your Mission


Like many leaders of nonprofit organizations, you face a growing list of challenges such as managing your operating budget and funding sources. For charitable entities, new donations can be hard to nurture year after year and market volatility can take a toll on existing investments.


The management of institutional portfolios has never been a simple matter, and today, investment and fiduciary responsibilities are more demanding than ever before. You need an investment consultant who not only understands these sensitivities, but has the knowledge and experience to execute your investment strategy within your risk parameters - while supporting the long-term mission and strategic goals of your organization.

For more than 25 years, The Kelliher Corbett Group has provided full-scale, customized solutions for a wide range of institutional clients. We offer a unique client experience: the close relationship you expect from an investment boutique, backed by the industry leading analysis and fiduciary oversight of a global leader.



Commitment to Clients

Picture373.png



A Passion for Working with Nonprofits

Like you, we care deeply about the work we do. At the heart of our practice is our pledge to earn your trust through prudent stewardship of your assets.

For decades, we have helped institutional trustees, directors and investment committee members to manage and meet their fiduciary responsibility. We are guided by a set of core principles that include acting in the best interest of our clients, providing objective investment recommendations tailored to each client's needs and maintaining the highest level of ethical and professional standards.

Your dedicated team's top priority is to understand and consult on the specific needs of your organization in a collaborative, professional and educational manner — one that places your goals at the center of our relationship. 


Giving Back 

The Kelliher Corbett Group personally sponsors or donates to approximately 50 different charitable organizations annually.




Sample Client Story


Click here
to learn more about out comprehensive, multi-factor approach to building durable investment portfolios.




Community Involvement

Community Involvement

The Kelliher Corbett Group is Proud to Support

  • Alzheimer’s Association
  • American Cancer Society
  • American Diabetes Association
  • Associated Industries of Massachusetts
  • Bishop Feehan High School
  • Boston Bruins Foundation
  • Boston Children’s Hospital
  • Boys & Girls Club of Manchester
  • Boys & Girls Club of Marshfield
  • Boys & Girls Clubs of Dorchester
  • Colby College
  • Cornell University
  • Coyle Cassidy High School
  • Credit Union Kids @ Heart
  • DCU for Kids
  • Duxbury Education Foundation
  • Duxbury High School Boosters
  • Family Services Greater Boston
  • Friends Academy
  • Friends of Inly School
  • HFCU Charitable Foundation
  • Homes for Our Troops
  • JDRF – Juvenile Diabetes Research Foundation
  • Manning Mahoney Scholarship Golf Classic
  • Massachusetts Maritime Academy
  • Massachusetts Maritime Academy Foundation
  • Matt Light Celebrity Shoot Out
  • Muscular Dystrophy Association
  • Music Drives us Foundation
  • New England Women’s Leadership Awards
  • Norwell Food Pantry
  • Pan-Mass Challenge
  • Project Bread
  • Samaritans
  • South Plymouth Youth Baseball
  • South Shore Conservatory
  • South Shore Habitat for Humanity
  • Spaulding Adaptive Sports Center
  • Special Olympics – Rhode Island
  • Special Olympics – Massachusetts
  • Stonehill College
  • Susan G. Komen 3-day
  • The 200 Foundation
  • The ALS Association
  • The Angel Fund
  • The Arc of the South Shore
  • The Bridge Center  
  • The Corey C. Griffin NHL Alumni PRO-AM Tournament
  • The Credit Union Association of Rhode Island
  • The Leukemia & Lymphoma Society
  • The One Fund
  • The Sport Museum
  • The Tomorrow Fund
  • The Watershed Fund
  • Tommy Gunning’s Family Scholarship Fund
  • United Way of Massachusetts Bay and Merrimack Valley
  • Wounded Warrior Project
  • Yoga Reaches Out
  • Zamir Choral of Boston

Meet The Kelliher Corbett Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Ready to start a conversation? Contact The Kelliher Corbett Group today.

Dow    298.20

25013.29
4:47PM

Nasdaq    39.70

7394.04
5:15PM

S&P 500    20.04

2733.01
4:47PM
Market Information Delayed 20 Minutes

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Awards Disclosures