Why join Keel Point?
Growth: 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.
Support: Keel Point invests in the marketing efforts of each office including client appreciation and prospecting events.
Investments: 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.
Team: 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.
Structure: 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.