Keel Point Institutional Services
Partnering with institutions and asset managers to build custom portfolios tailored to their goals.
Our Approach
Keel Point Institutional Services
Discretionary OCIO
Keel Point’s expertise in risk-based discretionary portfolio management and our team’s ability to communicate how it improves your decision making set us apart.
Portfolio Construction
Our team brings deep asset class knowledge, access to unique strategies, and data analytics packages to tie the process together.
Asset Selection
The Investment team serves clients looking to fill specific mandates in alternative asset classes, especially structured products, and hedge fund strategies.
Investment Consulting
The Investment Team helps clients that desire a partner versed in analytical investment decision-making at the table while still retaining their say in the final decision-making process.
Risk Management
Risk management has been at the heart of everything we’ve done for decades. We’ve found clients that typically think in terms of expected returns benefit from our risk-first point-of-view.
Programming
Investment teams perform many tasks on a day-to-day basis. Our clients have benefitted from engaging us to program these wherever possible, freeing up staff to allocate time to the highest value projects.
Clients We Serve
Our team is committed to finding creative solutions for many types of institutions.
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.
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.