Keel Point for Institutions

We serve our institutional clients as both advisor and consultant, customizing strategies in accordance with the greater purpose of your organization.

KP Institutional Partnerships

We work alongside your team to develop, implement and continually evaluate a cohesive organization-wide strategy that is consistent with your mission, vision, values and goals.

Development

We start by understanding your culture, objectives and the challenges you’re facing. We then use what we’ve discovered to inform the development of policy statements and a risk and return framework to guide all asset management decisions. Working with your team, we establish a communication process for evaluation and ongoing management and present a portfolio strategic plan for input and approval.

Implementation

We construct your portfolio with an optimized framework that implements your unique strategic plan across entities and a spectrum of asset classes. We provide in-house expertise in private investments and targeted asset classes (strategic, tactical, and risk management) and seamless investment manager integration using a well-established business model and a systemic selection and evaluation process.

We then continue to partner with you through the process, delivering detailed segmented and consolidated reporting, consistent communication and education, and a strong process for ongoing management.

KP Institutional Advisory

We provide institutional clients with the guidance needed to be smart with their assets and persistent in their mission.

Investment Management

We serve as trusted advisors to your management team, providing board, due diligence, oversight with negotiations, and investment monitoring and board service.

Portfolio Management

We work hard to keep our client’s portfolios strong through asset allocation, sales (including secondary sales of LP interests), redemptions, and strategic restructuring.

Implementation

Successful implementation blends portfolio investments focused on return and diversification with strategic investments in support of your mission.