WE ARE DIFFERENT

OUR CLIENTS INTEREST COMES FIRST IN EVERYTHING WE DO

Strategic Investment Planning

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

Learn More

INDIVIDUAL INVESTORS

Create an investment plan that reflects your personal needs and goals. Learn about Key Investment Team’s managed account services, utilizing exchange traded funds, mutual funds, stocks and more.

Learn More

INDIVIDUAL RETIREMENT

We have partnered with Schwab Institutional, a subsidiary of Charles Schwab Inc. to assist us in developing customized retirement solutions.

  • Schwab Rollover IRA
  • Schwab Traditional and Roth IRAs

Learn More

SMALL BUSINESS RETIREMENT
  • Individual 401(k)
  • 401(k)
  • Simplified Employee Pension Plan (SEP-IRA)
  • Personal Defined Benefit Plan
  • Profit-Sharing Plan (Qualified Retirement Plan)
  • Simple IRA
  • Company Retirement Account

Learn More

INSTITUTIONAL INVESTORS

Build a portfolio that seeks to weather any market environment. Learn more about Key Investment Team’s custom asset management, research, consulting, and investment management services.

Learn More

FEES

All fees are paid to Key Investment for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds to their shareholders. These fees and expenses are described in each fund’s prospectus. These fees will generally include a management fee, other fund expenses, and a possible distribution fee.

Learn More

Key Investment Team is an independent, fee-only, registered investment advisor providing asset management and financial advisory services for individuals and institutional investors.

Management & Consulting

Determine Your Risk Tolerance Level

Key will use your responses to this questionnaire and contact you to help you identify an appropriate diversified investment strategy.

Start Investor Profile

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 1983, 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.

Let’s Talk

Not sure how to invest? Need advice? Fill out the form below, and we will personally contact you and review your investments with you.


(800) 774-1444

discover@keyinvestmentteam.com


16830 Ventura Blvd, Suite 515
Encino, CA 91436