Keel Point News & Events

Keel Point, LLC Named to 2017 Financial Times 300 Top Registered Investment Advisers

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June 22, 2017 – Keel Point, LLC is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers (RIAs), as of June 22, 2017. The list recognizes top independent RIA firms from across the U.S. Founded in 2003, Keel Point is a nationally recognized, independent investment advisory firm with over $1.7 billion assets under management. Keel Point believes in aiding its families to “invest in their purpose” and has a mission to help families of ample means achieve meaningful ends by expanding the possibilities and responsibilities of their wealth. In addition to its…

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Keel Point Recognized in Inc. 5000 List of Fastest-Growing Companies

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FOR IMMEDIATE RELEASE FOR INFORMATION, CONTACT: Larry Ross Communications Katie Martin – 972.267.1111 – katie@alarryross.com   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,”…

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Dr. Steven Skancke Interview with Financial Exchange

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While in Boston on Tuesday, June 28, speaking for Institutional Investor’s RIA Institute, Dr. Steven Skancke, Keel Point Chief Investment Strategist, was interviewed on Financial Exchange, a Boston based radio show on WRKO with listenership of about 318,700. Dr. Skancke observes that with the U.S. economy, the Eurozone and oil markets all relatively stable, notwithstanding the BREXIT vote on June 23, China is the most likely source of disruption to U.S. financial markets. China’s debt, continuing economic slow-down, South China Sea projections, cozying relationships between Presidents Xi and Putin, rising Chinese currency prominence and cyber-attacks on US institutions all contribute…

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Keel Point Announces Acquisition of Chattanooga, Tennessee-based DeMoss Capital

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East coast boutique investment firm says move will broaden reach in Chattanooga and solidify commitment to clients in the region Keel Point, LLC, a boutique registered investment advisory firm with approximately $1.45 billion under management, today announced its acquisition of Chattanooga, Tennessee-based DeMoss Capital, Inc. The move gives Keel Point, which currently has offices in Chattanooga, Tennessee; Huntsville, Alabama; Kansas City, Missouri; and metro-Washington, D.C. greater reach in the Chattanooga area, while also benefitting DeMoss Capital clients with additional resources, family services and investment opportunities. “This acquisition solidifies our ability to serve clients in the area,” said Keel Point President…

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Keel Point, LLC Named to 2015 Financial Advisor Magazine Top 50 Fastest Growing Firms

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Keel Point, LLC is pleased to announce that it has been recognized in Financial Advisor’s 2015 Annual RIA Survey & Rankings as one of the 50 Fastest-Growing Firms. It has been ranked # 2 on the list of 50 firms 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 ultra-high net worth families and institutions in the U.S. and overseas. Assets under management have quadrupled over the past eight years, and the…

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

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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

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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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