Strategic Investment Management
Our investment process is based on science; incorporating academic research as it translates to real life investing. Investment strategies are individually focused, tax-based, and holistic. Portfolios are based on your personal goals and preferences.
Retirement Planning
A solid investment strategy stems from solid financial planning. Planning should be individualized and flexible. Our human approach considers the best solutions for your struggles, while simplifying the complex and helping you feel confident in your ability to retire.
Small Business Retirement Plans
As 401(k) fiduciaries, we provide the expertise to develop plans that benefit owners and employees. We offer transparency and simplicity to participants by limiting the burden of investment decisions while offering design flexibility through our recordkeeping partners.
KEEN CAPITAL CORE VALUES
We Love Our Clients!
We Are Proactive Experts
We Love Our Clients!
We're All-In! We go beyond fiduciary duty and care enough to speak the truth even when uncomfortable.
We Are Creative
We Are Proactive Experts
We Love Our Clients!
It is our passion to find new and better ways. Creativity breeds energy and that energy leads our clients to the next level.
We Are Proactive Experts
We Are Proactive Experts
We Are Proactive Experts
We know when and how things need to be done. We're always on it.
We Are Consistent
We Love Technology
We Are Proactive Experts
We trust our teammates and rely on each other to provide unmatched service and consistency to our clients.
We Love Technology
We Love Technology
We Love Technology
We embrace technology and use it to deliver better results and work smarter.