We build unique strategies that are available to investors in fund or separately managed account format.
The Institutional and Asset Management team has built solutions in the tactical, quantitative equity, global macro, and private credit spaces.
Keel Point’s investment team offers separately managed accounts in the equity, tactical asset allocation and structured product categories.
Structured Notes SMA
A global portfolio of one to two-year structured notes linked to equity indices and diversified by issuing bank and roll dates. Embedded optionality provides an opportunity to outperform the MSCI All Country World Index.
Trading strength and macroeconomic data analysis drive portfolio risk relative to 60/40 target and selection of ETFs to own. It incorporates sector and regional bets on the equity side with interest rate bets on the defensive side.
Meet Our Team
We work closely with your management team to define a portfolio objective aligned with your risk tolerance and any other constraints facing your organization.
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.
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.