Individual Investors

Individual Investors

Create an investment plan that reflects your personal needs and goals. Learn about Key Investment Team's managed account services, utilizing exchange traded funds, mutual funds, stocks and more.

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Institutional Investors

Institutional Investors

Build a portfolio that seeks to weather any market environment. Learn more about Key Investment Team's custom asset management, research, consulting, and investment management services.

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Satisfaction Guaranteed

Satisfaction Guaranteed for participating Asset Allocations Portfolios
If at any time within the first six months of our advisory relationship, you are not completely satisfied with our investment advisory services, at your request Key Investment Team or Key Asset Advisors, will refund the advisory fee we received from you for the previous calendar quarter. (Learn More)

Investment Management & Consulting

Key Investment Team is an independent, fee-only, registered investment advisor providing asset management and financial advisory services for individuals and institutional investors. We act in a fiduciary capacity and serve as our clients’ advocate.

Since 1983, Robert Venezia, Key Investment Team's Chief Investment Officer and Founder, has worked with various firms in the finance industry to help clients seek financial security and success with a unique globally-diversified investment strategy.

The key to our 4-Part Investment Process is our investment strategies. We create your strategic asset allocation as a base, and then adjust the mix of assets as markets rise and fall, and the economy strengthens and weakens. Our active process may also engage in short-term trades in an effort to capitalize on perceived unusual or exceptional investment opportunities.

                               Click Here to Find Out Which Portfolio is Right for You

Asset Allocation Portfolios

We offer five risk-based Asset Allocation Portfolios – each designed with specific goals and risk tolerances in mind:

Conservative
20% equity/80% fixed income

Moderate
40% equity/60% fixed income

Balance
60% equity/40% fixed income

Growth
80% equity/20% fixed income

Equity Growth
100% equity

Custodian services are provided by Schwab Institutional, a subsidiary of Charles Schwab Inc.

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Not sure how to invest? Need advice? Fill out the form below, and we will personally contact you and review your investments with you.