The CommonWealth Group is…

INNOVATIVE

Our goal is to make money in all market conditions.  By continually searching for investment managers who emerge as excellent performers during bad markets we have been able to preserve capital and achieve excellent long-term results.  We do not pursue high-risk returns or move into the sector of the moment.  Instead, we help you establish long-term goals, create a long-term plan and follow it diligently to achieve your long-term success. 

EXPERIENCED

During his 30 year career in the financial services industry, Richard Kesner carefully assembled an experienced team of professionals who possess a shared commitment to capital preservation and long-term positive returns.  Through Rich’s leadership The CommonWealth Group has placed more than $500 million in assets with independent managers throughout the country since 1991.

OBJECTIVE

We search for managers that are “emerging” outside of the mainstream and are undiscovered by most of our competitors.  We do our own research on the managers, believing that onsite visits are essential to understanding a manager’s strengths and weaknesses.  Our databases currently hold information on over 1,500 managers with thousands of products.  The managers are carefully monitored ensuring they are following The CommonWealth Group’s tenet of capital protection and diverse asset allocation.  This process enables us to remain unbiased, independent and most of all successful.