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

Types of Plans

• Schwab Rollover IRA
• Schwab Traditional and Roth IRAs

Key Features

Creating a diversified portfolio is easy with Key Investment Team. We may include exchange traded funds (ETFs), mutual funds, and stocks to represent a portfolio or asset allocation in a single account and then keep it on track by making adjustments as market conditions change.

We choose from a wide range of investments to suit your objectives, including:

• Mutual Funds—Using our fundamental analysis, we select from thousands of mutual funds with no loads and no transaction fees to purchase.
• Exchange Traded Funds—Like mutual funds, ETFs are composed of many stocks or bonds, providing inherent diversification within a sector, country, or asset class to your portfolio. We can implement nearly any investing strategy or asset allocation plan using ETFs.
• Fixed Income—Through Schwab we have access to more than 28,000 fixed income securities, representing municipal, corporate and government agency bonds, bond funds and other fixed income securities.
• Stocks—Along with our commitment to fast trades and dependable execution through Schwab, you may rely on Key's dedication to service, expertise and value.

Manager your Rollover IRA with ease. Once you open your Rollover IRA, you may make contributions as frequently as you like up to the annual account limit based on your situation. You may also enroll in Schwab's Automatic Investment Plan, which lets you automatically contribute a fixed dollar amount at regular intervals to a mutual fund that you already own.