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Keel Investment
Management

Crafted portfolios to help preserve and manage wealth

Can your financial portfolio weather the storm? Investment management with Keel goes deeper. After all, your plan and life goals should dictate how you invest, not the other way around.

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Independent for a reason

We take pride in our unwavering commitment to being 100% independent, meaning free from selling quotas or proprietary products. As valued financial advisors, we can access a broad range of products and strategies, allowing us the freedom to tailor personalized approaches to your unique needs and goals.

Our fiduciary duty, in advisory relationships, compels us to act solely in your best interest, with personalized guidance. At Keel Financial Partners, our mission and values drive us to provide professional tailored services that empower you on your financial journey.

Keel Financial Advisor's folder on desk with cup of coffee and laptop

Investment management benefits

Investment products and strategies book
Access to a wide range of investment products and strategies
computer for ongoing monitoring of financial investments
Ongoing monitoring
Briefcase for professional experience and guidance
Professional experience and guidance
Financial planning coin
Compliments your overall financial plan
Investment management saves you time clock
Saves you time
Older couple looking at investment strategy together sitting at table

Keel’s investment management process

With Keel’s investment management services, you won’t feel like you are going it alone. Markets are choppy and unpredictable. We consider every aspect of your portfolio to determine opportunities, all while utilizing our tools to help steer clear of unnecessary risks. 

We personalize your investment strategy to your unique situation. It’s built for you, and only you. We incorporate your goals and objectives, timeframe, lifestyle, and risk level to construct a portfolio that makes sense for you. Please remember that investing involves risk including loss of principal.

Ongoing monitoring of your investments

There’s no “set it and forget it” here. Instead, we provide customized investment direction and professional oversight. Our investment process involves ongoing management to regularly rebalance, tax-loss harvest, and seek opportunities to adjust your portfolio. This adjustment is done relative to the market environment, economy, and changes in your life that could impact your overall wealth. Please remember that no strategy assures success or protects against loss.

Investment guidance backed by knowledge

We’ve loaded our team with experienced financial advisors and investment professionals who hold the Certified Financial Planner™ designation and an advisor who is a Chartered Financial Analyst® charterholder. We thrive on coaching our clients about financial markets and investment strategies. And we have the experience and knowledge to back it all up. Wander on over to our team page to learn more.

“We have always appreciated Bobby’s honesty, transparency, and commitment to go the extra mile when we needed it.”

Kyle and Kathy D., Clients since 2012

This statement is a testimonial by a client of the financial professional as of 09/01/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Aimée is patient and informative to make certain that we have a clear understanding of the investments in our portfolio.”

Mike and Shari B., Clients since 2007

This statement is a testimonial by a client of the financial professional as of 09/05/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Dave and Jessica always make themselves available for us and our concerns. We feel well cared for and very much value our long-lasting relationship with each of them.”

Annisa K and Gilbert P., Clients since 2003

This statement is a testimonial by a client of the financial professional as of 09/01/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

FAQs on investment management

What’s the difference between investment management and financial planning?

Financial planning is the process of creating a comprehensive strategy for pursuing short-term and long-term financial goals. Proper financial planning dives deeply into several areas (such as retirement planning, tax planning strategies, insurance planning, etc.). Investment management is the professional oversight and ongoing management of a client’s investment portfolio. 

What are the benefits of professional investment management?

There are several benefits to having a qualified professional manage your investment portfolio. Where do we start? Experience, diversification, time savings, balancing risk and reward, tax mitigation, ongoing monitoring and rebalancing, and more. Please remember that no strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Can investment management help me reduce the taxes on my investments?

Potentially, yes. We can assist you not just in selecting tax-sensitive or tax-aware investment strategies, but can also take advantage of tax loss harvesting strategies and other tax-saving strategies. Please remember that all investing involves risk and no strategy assures success. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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