Key Investment Team - 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 1982, Robert Venezia, Chief Investment Officer and Founder, has helped clients achieve 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 to capitalize on unusual or exceptional investment opportunities.

For more information, contact us today at (800) 774-1444.

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