Robert Venezia has been dedicated to finding and exploiting inefficiencies in the market since 1987. During his career, Mr. Venezia has cultivated an investment strategy utilizing quantitative and fundamental analysis, searching for securities that would outperform the overall market in the long term.

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For most of our portfolios, we use a highly disciplined "top down" investment process:

1 Macroeconomic Trends

The first step focuses on the movement and trends in the economy globally.

2 Quantitative Analysis

The second step employs quantitative analysis of market and individual fund history.

3 Fundamental Screening

In the third step, we apply fundamental screening.

4 Strategic Asset Allocation (Core Holdings)

In the final step, we construct a strategic asset allocation portfolio that is well diversified across various asset classes and investment styles. Sometimes we employ leading investment managers through no-load funds or we invest your portfolio in Exchange-Traded Funds (ETFs).

Finally, after putting together the asset allocation portfolios, we employ global tactical asset allocation. We assess a performance forecast for all the asset classes and markets in the asset allocation models, and make decisions based on these forecasts. We analyze eight different areas: asset class timing, regional equity selection, regional bond selection, U.S. equity style timing, U.S. equity size timing, equity country selection, high yield timing, and emerging/developed equity timing.

Markets are dynamic, and market conditions are constantly changing. This process allows our investors to be exposed to various changing market conditions.

IMPORTANT: Unlike some financial planners, money managers and brokers, Key provides active money management in any market condition. Key Investment Team may attempt to hedge against, or seek profit, from stock market declines. Although Key Investment Team does not use leverage, in client accounts, we may use ETFs that utilize leverage and inverse exposure to major indices. These ETFs may correspond to up to 200% of the replicated index's daily performance. We may also liquidate stocks up to 100% and move to cash for preservation of capital.