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With 122 percent three-year growth, Keel Point continues to help clients “invest in their purpose”
HUNTSVILLE, Ala., Aug. 22, 2016 – Keel Point, LLC, a boutique registered investment advisory firm with approximately $1.45 billion under management, was named to the 2016 Inc. 5000 list, which recognizes the fastest-growing private companies in America. With 122 percent growth over three years, Keel Point ranked at 2,847 on the list and is the 34th fastest-growing company in its home state of Alabama.
“Making the Inc. 5000 list is a huge honor,” said Michael Perry, president of Keel Point. “Growth is an important indicator of the health of a company, and we’re happy to see that Keel Point is one of the most vibrant financial services institutions in the country. With 18 years of experience, we’re increasing and innovating to better serve our clients.”
Keel Point’s explosive growth comes as a result of a strategic effort to expand the company’s regional offices through mergers and acquisitions. Through these partnerships, Keel Point has been able to bring their unique investment philosophy to families in Huntsville, Alabama; Kansas City, Missouri; Vienna, Virginia; and Chattanooga, Tennessee.
Keel Point believes in aiding its clients to “invest in their purpose” and has a mission to help clients of ample means achieve meaningful ends by maximizing the possibilities and responsibilities of their wealth. Believing the advisor-client relationship should be personal, Keel Point focuses on the total financial health of its clients by striving to help their clients meet their financial goals, as well as give back through charitable contributions.
“Serving our clients is an honor and passion for us at Keel Point,” said Robert Mayes, CEO of Keel Point. “We understand that our client’s financial goals are more than just increasing their wealth, and we strive to support them in their endeavor to make an impact on the world and leave a lasting legacy for their families.”
In addition to the Inc. 5000 list, Keel Point was named to Financial Advisor’s 50 Fastest-Growing Financial Firms, and its investment strategy team have been featured in the Wall Street Journal, Bloomberg Businessweek and Forbes.
About Keel Point, LLC
Founded in 1998, Keel Point is a nationally recognized, independent investment advisory firm with over $1.45 billion under management. Keel Point believes in aiding its clients to “invest in their purpose” and has a mission to help clients of ample means achieve meaningful ends by maximizing the possibilities and responsibilities of their wealth. In addition to its primary focus of serving affluent and mass affluent clients, Keel Point is also able to work with ultra-high net worth families through its multi-family office division, Keel Point Horizon. For additional information about Keel Point, LLC, please visit https://keelpoint.wpengine.com or call (703) 807‐2020