Key Investment Team, Inc. is a leading independent, fee-only, registered investment advisor established in 1983. The company specializes in providing asset management and financial advisory services for individuals and institutional investors within the Financial Services sector. With a focus on acting in a fiduciary capacity and serving as their clients’ advocate, Key Investment Team's investment process revolves around strategic asset allocation, which is adjusted as markets fluctuate and the economy shifts.
The company offers five risk-based Asset Allocation Portfolios, tailored to specific goals and risk tolerances: Conservative (20% equity/80% fixed income), Moderate (40% equity/60% fixed income), Balance (60% equity/40% fixed income), Growth (80% equity/20% fixed income), and Equity Growth (100% equity). Key Investment Team also provides a Satisfaction Guaranteed program for participating Asset Allocation Portfolios, emphasizing their commitment to client satisfaction.
It's worth noting that Key Investment Team is a registered investment advisor, and its operations are limited to states and international jurisdictions where the company is registered, notice filed, or qualifies for exemptions from registration requirements. The company's website serves to provide general information about its products and services and not as a solicitation for transactions in securities or the provision of personalized investment advice over the Internet.
Overall, Key Investment Team, Inc. offers a comprehensive and tailored approach to asset management, backed by a long-standing presence in the industry, and a strong commitment to fiduciary responsibility and client advocacy.
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