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Keel Point in the News

Keel Point, LLC Named to 2015 Financial Times 300 Top Registered Investment Advisers

By Keel Point in the News, Keel Point News

Keel Point, LLC is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. Keel Point, LLC is a newly-merged firm between Keel Point, LLC, established in 1998, of Vienna, Virginia, and BlueCreek Investment Partners, established in 2003 and based out of Huntsville, Alabama. Together they serve affluent, high and ultrahigh net worth families and institutions in the U.S. and overseas. Assets under management have quadrupled over the past eight years, and the firm continuously attracts new…

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Keel Point and BlueCreek Investment Partners Announce Merger

By Keel Point in the News, Keel Point News

Boutique Investment Advisors Combine to Meet Growing Client Needs Keel Point, LLC (www.KeelPoint.com) and BlueCreek Investment Partners, LLC (www.BlueCreekIP.com) today announce the merger of their boutique, relational‐model wealth management firms to provide family and institutional clients a broader and deeper base of investment and planning capabilities, drawing on existing and new intellectual capital in these arenas. With approximately $1.45 billion under management and offices in the greater Tennessee Valley and Washington, DC areas including Huntsville, Kansas City and Vienna, Keel Point and BlueCreek will bring innovation, scale and new levels of service to families and institutions. Keel Point’s mission is…

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