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 - ETF's, 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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Equity Income Portfolio

The portfolio seeks to provide capital appreciation in all market conditions.

Objective: Capital appreciation, income and capital preservation in all markets.

Investment Strategy: For income, the portfolio sells cash secured put options and sells covered call options. For appreciation, the portfolio invests in individual stocks, Exchange-traded funds and mutual funds.  

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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.

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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.

400-101 PDF 70-410 PDF 050-SEPROAUTH-02 PDF 200-120 PDF MB2-703 PDF 070-462 PDF 70-462 PDF 70-461 PDF 070-410 PDF JN0-102 PDF 70-411 PDF C_TADM51_731 PDF C4090-958 PDF 70-483 PDF EX300 PDF 070-461 PDF MB2-702 PDF MB7-702 PDF 220-802 PDF 400-101 PDF 646-206 PDF 700-501 PDF 70-480 PDF C4040-108 PDF MB2-701 PDF 070-411 PDF 100-101 PDF 640-554 PDF 700-505 PDF 70-457 PDF 70-460 PDF C2150-197 PDF EX0-001 PDF 070-243 PDF 70-466 PDF C_THR12_66 PDF C4040-225 PDF 1Z0-061 PDF 70-347 PDF C4090-452 VCP-550 070-177 070-412 70-417 70-463 70-488 C_HANATEC131 C2090-303 C2090-614 70-331 MB5-705 070-247 070-347 070-463 300-206 70-243 74-325 C2020-622 C2030-283 C2090-540 C2180-278 HP0-J73 ICBB 070-246 070-341 070-417 070-457 070-458 1Z0-481 1Z0-599 300-207 70-246 70-414 A00-240 C_TAW12_731 C4030-670 C4040-224 C4090-450 C4120-783 EX200 MB2-700 MB3-700 MB6-869 OG0-093 VCP-510 VCP550 070-178 070-331 070-467 070-667 070-684 400-101 70-410 050-SEPROAUTH-02 200-120 MB2-703 070-462 70-462 70-461 070-410 JN0-102 70-411 C_TADM51_731 C4090-958 70-483 EX300 070-461 MB2-702 MB7-702 220-802 400-101 646-206 700-501 70-480 C4040-108 MB2-701 070-411 100-101 640-554 700-505 70-457 70-460 C2150-197 EX0-001 070-243 70-466 C_THR12_66 C4040-225 1Z0-061 70-347 C4090-452 VCP-550 070-177 070-412 70-417 70-463 70-488 C_HANATEC131 C2090-303 C2090-614 70-331 MB5-705 070-247 070-347 070-463 300-206 70-243 74-325 C2020-622 C2030-283 C2090-540 C2180-278 HP0-J73 ICBB 070-246 070-341 070-417 070-457 070-458 1Z0-481 1Z0-599 300-207 70-246 70-414 A00-240 C_TAW12_731 C4030-670 C4040-224 C4090-450 C4120-783 EX200 MB2-700 MB3-700 MB6-869 OG0-093 VCP-510 VCP550 070-178 070-331 070-467 070-667 070-684 C2020-703 C2040-406 C2040-407 C2040-840 C2050-241 C2070-588 C2180-400 C4060-156 C4090-451 CAT-060 CCA-410 CLO-001 CSSGB CV0-001 C2020-702 C2020-703