Kailash Concepts
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Overview
$5,000+
Min Project Size
$100 - $149/hr
Avg Hourly Rate
10 - 49
Employees
2010
Year Founded
ABOUT KAILASH CONCEPTS
To empower investors with independent, honest, dat
What Do We Do? We leverage historical data to guide our empirical research. Our aim is to pinpoint stocks that we think will yield higher returns with reduced risk over the long term. We are not in the business of speculation and don’t make claims about identifying the “next Amazon.” Our approach is grounded in facts; we utilize data and historical trends to shape our opinions and communicate the information objectively. For further details, please visit our website at https://kailashconcepts.com/.
Languages Spoken
English
HIGHLIGHTS
$5,000+
Min Project Size
$100 - $149/hr
Avg Hourly Rate
10 - 49
Employees
2010
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Financial Advisory & Consulting
30% Analytics Services
About the Team
OUR STORY
Kailash Concepts, LLC comprises dedicated professionals from academia and top-tier investment firms who have collaborated for over a decade, fostering a culture rooted in diligence, humility, and integrity toward investors. Founded by William Roddy, the firm leverages his 30-plus years in investment, blending quantitative expertise with behavioral finance and fundamental analysis. Alongside co-founder Jim Rocchio and a skilled leadership team, including Jocelyn Bermudez, Jay Kreske, and key figures at Kailash Capital Research, the company excels in innovative financial research and client engagement. Their combined experience spans renowned firms such as Baird, Knight Capital, and Fidelity. Together, they deliver data analytics and investment insights with a commitment to excellence, guided by seasoned professionals in operations, programming, and legal counsel.
Projects & Clients
Project Size & Rate
Minimum Project Size
$5,000+
Average Hourly Rate
$100 - $149/hr