• D.M. Kelly & Company
  • 3900 Ingersoll Avenue, Suite 300
  • Des Moines, IA 50312
  • 515-221-1133 • 800-998-9773

D.M. Kelly & Company has grown to become one of Central Iowa’s largest brokerage firms specializing in fixed-income investments, offering clients an alternative to the prepackaged investment products that are commonly found at larger wirehouses.

DMKC Institutional Services was formed with the goal of providing institutions with the same exceptional services our retail customers experience. Having an in-house trading department allows us to obtain competitive bids for our clients and offer an accessible channel of dealer contacts.

Our Advantages

Our firm is staffed by independent advisors who select products to help meet your specific investment goals - not the sales goals of a large, impersonal brokerage firm. Some firms apply pressure to sell high payout “house” or “packaged” products. DMKC advisors however, have the flexibility to potentially match the right investment product with each investor. These products have been reviewed by our investment committee and meet our stringent selection criteria.

Greater independence - Since we are not part of a large brokerage firm, we can provide objective guidance on investments that best meet the needs of our clients.

• We rely on local decision making and in-house research.

• We do not rely on Wall Street research where conflicts of interest may be present.

• We use a disciplined investment approach.

Accountability - As a Registered Investment Advisor, we are registered with the SEC. In addition to adhering to our independent auditing requirements, our investment committee regularly reviews the operational and investment best practices we have in place.

• We have a legal obligation to place our clients’ interest first.

• We clearly indentify all sources and amounts of compensation.

• We disclose potential conflicts of interest.