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, 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.

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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