Clients We Serve

Keel Point has helped institutions manage their portfolios since 2011.

Financial Investment team at board meeting

Institutional Expertise

Keel Point partners with clients seeking to better understand portfolio risk, improve their portfolio construction processes or differentiate themselves with alternative investments.

Keel Point Institutional Clients

Below, you’ll find a partial list of the clients we serve through our Keel Point Investment team. We understand every client’s needs and opportunities are unique, so we’ve assembled a diverse team of experts to deliver the service that serves you most.

Endowments

Our niche is mid-sized endowments interested in the boutique client service you don’t get at larger firms.

Benefit Plans

We help mid-sized benefit plans build portfolios and navigate the complexity of liability management.

Single-Family Offices

We serve single-family offices, especially those with deep expertise in one asset class, round out and monitor a complete investment portfolio.

Foundations

We help mid-sized foundations interested in incorporating their mission and values in their investment portfolio.

Multi-Family Offices

We add value to smaller multi-family offices seeking best practices and efficiencies in their investment process or help fulfilling specific investment mandates.

Registered Investment Advisors (RIAs)

We come alongside RIAs in the $250m – $1bn AUM space to share our expertise in risk management, asset allocation, manager selection, and monitoring processes.

Institutional Services

Through our institutional partnerships, we help clients set, meet, and advance their goals. From development to implementation, we create custom solutions that meet the standards of their strategic plans.

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Connect with Keel Point

Whether you need to set shorter-term financial goals or require more extensive life and wealth management planning, we can help. Contact us to learn more.

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Find a Wealth Advisor

The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.

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Our Keel Point Locations

The Keel Point wealth management advisors are positioned at eight convenient locations to serve clients throughout the United States.

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