Partnering with institutions and asset managers to build custom portfolios tailored to their goals.
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.
Keel Point Institutional Services
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.
Our team brings deep asset class knowledge, access to unique strategies, and data analytics packages to tie the process together.
The Investment team serves clients looking to fill specific mandates in alternative asset classes, especially structured products, and hedge fund strategies.
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 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.
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.
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.