Why Join Keel Point?
At Keel Point, you’ll:
- Gain access to fresh and relevant training
- Have the opportunity to work alongside a team of financial experts who have become leaders in their industries
- Reap the reward of creating plans and solutions that substantially and positively impact your clients. Our advisors continuously benefit from the growth, structure, and support provided by Keel Point.
Relieved of the costs of compliance and operations in their own practice, advisors can focus on serving their current clients and growing their client base.
Keel Point invests in the marketing efforts of each office including client appreciation and prospecting events.
With its heritage as a large multi-family office and with its growing asset base, Keel Point offers advisors access to traditional and alternative investment managers to best serve their clients’ family goals and portfolio objectives.
Keel Point advisors work in a collegial environment in which the best ideas about portfolio construction, private investments, giving, generational mentoring, and estate and wealth design are shared and made available to serve clients.
Keel Point is owned jointly by certain clients it serves and the professionals who manage it. The “family owned” structure provides an umbrella of transparency that benefits advisors and clients.
Keel Points advisors are provided with a multitude of opportunities. Most importantly, they maintain their professional independence while receiving firm benefits and backing.
Full employment and benefits of being a member of the firm.
Advisor remains independent with Keel Point providing back office, investment management, etc.
Advisor has the opportunity to generate referral fees for introductions made to Keel Point.
Advisors can allocate client capital to unique investments including:
BlueArc MultiStrategy Fund
A fund of hedge funds managed by Keel Point’s investment team providing low beta, diversified returns for capital preservation and appreciation.
Structured Notes Co-op Buying Program
Purchase of Notes modeled by Keel Point investment team to enhance upside return while protecting a portion of downside risk; investment team negotiates with most credit-worthy global financial institutions to obtain the best terms.