Investments and Asset Management

We help institutions set and reach their financial goals.

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Institutional Services and Asset Management

Keel Point’s investment team provides boutique service on a discretionary or non-discretionary basis to endowments, foundations, benefit plans, family offices and RIAs. We help our institutional clients combine a broad array of asset classes and strategies into a risk-managed portfolio.  

Institutional Clients

Keel Point’s investment team has carved out a niche with certain types of institutional clients. We are happy to see if your institution is a fit even if it doesn’t fall into the categories described here.

Institutional Services

Keel Point’s investment team partners with clients seeking to better understand portfolio risk, improve their portfolio construction processes or differentiate themselves with alternative investments.

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Keel Point Asset Management

 

KPAM builds unique strategies available to investors in fund or separately managed account format. We use our quantitative tools, developed in the service of our clients, to develop strategies that we haven’t found elsewhere in the market and to build multi-manager funds for ease of access to compelling alternative strategies we have found.

Keel Point Investment and Asset Management FAQ

Learn more about Keel Point Investment and Asset Management

Connect with Keel Point

Whether you need to set shorter-term financial goals or require more extensive life and wealth management planning, we can help. Contact us to learn more.

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Find a Wealth Advisor

The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.

Our Keel Point Locations

The Keel Point wealth management advisors are positioned at eight convenient locations to serve clients throughout the United States.