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.
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
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.
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
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
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.
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.
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.
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.
