Keel Point Asset Management

We build unique strategies that are available to investors in fund or separately managed account format.

Board room table with financial graphs

Funds

The Institutional and Asset Management team has built solutions in the tactical, quantitative equity, global macro, and private credit spaces.

SMA’s

Keel Point’s investment team offers separately managed accounts in the equity, tactical asset allocation and structured product categories.

U.S. Large Cap SMA

A diversified portfolio that selects stocks based on a proprietary algorithm that analyzes their sensitivity to macroeconomic conditions

Structured Notes SMA

The global portfolio of one to two-year structured notes linked to equity indices and diversified by issuing bank and roll dates. Embedded optionality provides an opportunity to outperform the MSCI All Country World Index.

Tactical SMA

Trading strength and macroeconomic data analysis drive portfolio risk relative to 60/40 target and selection of ETFs to own. It incorporates sector and regional bets on the equity side with interest rate bets on the defensive side.

Meet Our Team

We work closely with your management team to define a portfolio objective aligned with your risk tolerance and any other constraints facing your organization.

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.