Keel Point Institutional Services

Partnering with institutions and asset managers to build custom portfolios tailored to their goals.

Board room table with financial graphs

Our Approach

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

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 Institutional and Asset Management 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 type of institutions.

Financial Advisors working around table

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.

  • This field is for validation purposes and should be left unchanged.

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.