Announcements

Kaleel Communique is an email series delivering ideas, information and strategies specifically for uncommonly successful people. 

In case you missed it... January 22, 2021

Kaleel hosts special event for clients and friends   (January 21, 2021)

The Kaleel Company hosts successful client event (May 28, 2020)

Michael Kaleel Named to Lincoln Financial Securities PREMIER PARTNERS® (May 6, 2020)

Our office is staffed during shelter-in-place (March 15,2020)


In case you missed it...

January 22, 2021

As part of our ongoing effort to bring educational and relevant insight to our clients and friends, the Kaleel Company hosted a successful and very well subscribed webinar on January 21st with Kempton Ingersoll and Daman Blakeney, two key managers from the Brown Capital Management Small Company Fund, https://browncapital.com/products/small-company-fund.

Michael Kaleel, President of the Kaleel Company was the moderator for this event, set up in the venue of a relaxed fireside chat. Michael, Kempton, and Daman provided an interesting, entertaining and educational conversation in a Q&A format.

Michael asked them how they select companies, the size of companies they are looking for, the criteria they use, how they measure success, their view on today’s stock market & economy, if they are invested in the fund, any stocks they own or purchased for the fund they would like to share with us and more.

Both Kempton and Daman explained they seek out companies initially with no more than $250 million in revenue that they believe will grow and become exceptional growth companies. The fund is concentrated with approximately 35 companies they believe are companies that have durable revenue, good growth plans and defensibility of its market presence. They are always on the lookout for new companies which can increase efficiency, productivity, solve problems and make life easier for their customers.

As Kempton and Daman explained, this fund closed to new investors in 2013. They felt that to be true to their mission they could not take in any more money and find acceptable investments in their area of specialization. However, he went on to say that existing and new clients of the Kaleel Company are eligible to invest. He also mentioned that the Brown Capital International Small Company Fund is managed with the same process and philosophy.

In closing, Michael reiterated the noteworthy 29-year consistency of this fund delivering exceptional top in class returns and beating its benchmark, the Russell 2000 Growth, by average 5% per year1. The fund is among an elite group as very few funds attain both a Morningstar Gold and a five-star rating.

Michael thanked both Daman and Kempton and the entire Brown Capital team for being so open about how they conduct their team fund and sharing specific stock ideas that the fund has recently purchased.

Thank you to all our attendees. We hope you continue to enjoy these “get to know your manager” series. Stay tuned.

1Source: Morningstar

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Kaleel hosts special event for clients and friends

January 21, 2021

As part of our ongoing effort to bring educational and relevant insight to our clients and friends, the Kaleel Company hosted a successful and very well subscribed webinar on January 21st with two key managers from the Brown Capital Management Small Company Fund, Kempton Ingersoll and Daman Blakeney.

This was a unique zoom telecast because it was the first time in this quiet boutique firm’s 29-year history they have engaged with an advisory firm to present directly to the firm’s advisory clients.

Michael Kaleel, President of the Kaleel Company was the moderator for this event, set up in the venue of a relaxed fireside chat. Michael, Kempton, and Daman provided an interesting, entertaining and educational conversation in a Q&A format.

 

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The Kaleel Company hosts successful client event

May 28, 2020

On May 21, 2020, The Kaleel Company, Inc hosted its first client webinar event using Zoom.  We had as a guest speaker Serena Perin Vinton, the lead manager of the $15.5 billion Franklin Growth  Fund.  Serena Perin Vinton is one of the  most successful money managers in the industry. The format followed a question and answer discussion between Michael Kaleel and Serena with some questions submitted by attendees in advance. It was an interesting and informative dialogue which covered topics such as her opinions on the state of the market, how she picks stocks to buy and sell, as well as what she sees as global issues that should be addressed. The webinar was primarily for the benefit of the clients of The Kaleel Company, Inc. Selected friends of the firm were also invited.  The feedback received has been overwhelmingly positive. We are pleased by the success of this webinar and look forward to hosting more in the future.

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Michael Kaleel Named to Lincoln Financial Securities PREMIER   PARTNERS®

May 6,2020

Lincoln Financial Securities Corporation is pleased to announce that Michael Kaleel of The Kaleel Company Inc has been named a member of its prestigious Lincoln PREMIER PARTNERS® network.

Membership in the Lincoln PREMIER PARTNERS® network is awarded to a select group which represents a superior level of achievement earned by a very few representatives for their commitment to client service and professionalism. This annual qualification celebrates these top advisors with access to concierge front of the line support and services.

This distinguished honor for Michael Kaleel recognizes him for his outstanding dedication to his clients. Michael leads by example and superior client satisfaction is a mantra for his whole team.

Congratulations to Michael for this honor!

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About Lincoln Financial Securities:

Michael Kaleel is a registered representative offering securities through Lincoln Financial Securities Corp., Member SIPC. Lincoln Financial Securities Corporation is a member of the Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $229 billion as of December 31, 2016. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com


Our office is staffed during shelter-in-place.

March 15,2020

Massachusetts has ordered a shut-down of non-essential businesses as of 12 P.M. on Tuesday, March 24. Based on government-defined essential businesses, we are allowed to remain open. Due to mandatory “Shelter in Place” requirements and in consideration of our employees’ health, our Boston office will not be fully staffed.

Effective immediately, we will have one associate in the office and the others will be working remotely from home. We will do our best to stay up on emails, voicemails, mail, and other regular work that is required.

As you have noticed during the last few weeks, we are monitoring your accounts closely and will continue to do so. Please continue to reach out to us if you have any concerns.

We encourage all of our associates and clients to follow the rules and guidelines imposed by your particular governmental agencies and states, and stay up on the information bulletins provided by reliable news sources during these extraordinary times.

Stay Safe, Stay Healthy, and Stay Diligent.

Together, we WILL get through this!!

Best wishes,

Michael

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Michael Kaleel, CLU, ChFC

President

Financial success today requires complex problem solving to manage the risks you see, and those you don't.

Recognized in the financial industry as a leader and complex problem solver for uncommonly successful individuals, Michael Kaleel and his team of specialists use their intellectual capital to create sophisticated insurance and investment solutions.

 


info@kaleelcompany.com | www.kaleelcompany.com/

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