Keel Investment
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.
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.
Investment management benefits
Access to a wide range of investment products and strategies
Ongoing monitoring
Professional experience and guidance
Compliments your overall financial plan
Saves you time
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.
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.
Talk to an advisor
We’re happy to answer any questions you may have.
