Strategic Investment Planning
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
Management & Consulting
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’ advocates.
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 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.