Key Investment Team's investment strategies include a four-part process, which integrates expertise in investment advisory services, research and asset management.

Our unique process constructs portfolios starting with a solid foundation in strategic asset allocation, while providing flexibility and insight through strong underlying security selection and global tactical asset allocation.

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The 4 Keys – Our Unique Investment Management Process

1 Personal Relationship

We know the Person, not just the Portfolio. Identifying our clients' objectives is central to developing sound investment strategies that meet their needs. Whether you want fiduciary advice managing your investment/retirement portfolio or want us to manage it for you, we can help you design an investment strategy tailored to your needs.

2 Developing a Strategy

We discuss your financial situation, review your investments and recommend steps to help put your portfolio on track. We work with our clients to identify the most appropriate asset allocation for their investment objectives.

3 Implementing the Strategy

As an independent firm dedicated exclusively to managing assets for wealthy individuals, families and foundations, we are rigorous in our investment selection process, truly acting as a trusted advisor and confidant.

4 Oversight and Performance Review

We pride ourselves on the highest level of client communication and service.

Why Develop an Asset Allocation Strategy?

Asset Allocation Drives the Volatility of Performance Over Time

Asset allocation is the key to helping you to achieve your goals. Diversifying across different investment styles, asset classes, geographic regions and capitalizations may enhance your portfolio’s returns and manage risk. We believe that the twin pillars of successful investing are a long-term strategy and a well-diversified portfolio.