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Purposeful strategic asset management tailored to your life goals

Your investment journey deserves a plan that’s as unique as your goals. Whether it’s current income, capital growth, or planning for retirement, we create tailored strategies to keep your investments aligned with your future.

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Strategic Assets Management
Strategic Asset Management For High Income Earners

Your wealth deserves a strategic plan, not a scattergun approach

Avoid Random Investments

It’s easy to buy what looks good in the moment, but we believe every investment should have a purpose. We organize your assets so they fit into a bigger plan, designed to meet your long-term goals.

Don’t Overcomplicate Your Investments

Complicated doesn’t always mean better. In fact, overly complex investments often lead to higher costs and can be counterproductive. We simplify your portfolio to stay focused on what matters most.

Keep Emotional Investing In Check

Emotional decisions often lead to costly mistakes. We use a disciplined approach that keeps you on track, ensuring that your investments are driven by data, not feelings.

We provide personalized asset management for every life stage

Whether you’re focused on building wealth, generating income, or planning for retirement, we tailor your investments to match where you are today and where you’re headed tomorrow. We also offer ESG (Environmental, Social, Governance) strategies, with a special focus on strong governance for long-term success.

Strategic Asset Managers
Your current income

For clients focused on generating income, we use options strategies to provide steady cash flow while growing your capital. This ensures you have the resources you need today without sacrificing future opportunities.

Strategic Asset Management Growth
Capital growth

To drive long-term growth, we utilize alternative investments and separately managed accounts (SMAs) where appropriate. These strategies help you grow your wealth while diversifying risk and targeting high-return opportunities.

Strategic Assset Management For Retirement planning
Retirement planning

We craft retirement income plans focused on targeting the correct level of risk and mix of investments to withstand inevitable market corrections. This ensures a comfortable retirement where your wealth continues to work for you.

Generational Wealth Management
Generational wealth

We help you plan for the future, ensuring your wealth is structured to be passed down smoothly and efficiently, preserving your legacy and supporting future generations.

What to expect with our strategic asset management services

At Keen Capital, we handle everything for you, with a focus on personalized care and ensuring your investments match your goals and needs.

Deep Dive Research

We research every investment option, ensuring nothing is picked just because it’s trendy. We focus on what’s right for you.

Smart Investment Rules

Our decisions aren’t based on sales pitches—they’re built on math, data, and what will work best for your financial goals.

Crafting Your Perfect Portfolio

We create the perfect mix of investments, considering all possible options, that fit your unique needs and life goals.

Your Personalized Investment Plan

Once we build your portfolio, we tailor a policy that fits your financial objectives, making sure every investment has a clear purpose.

Targeted Investment Picks

Your investments are chosen to match exactly what you need—whether that’s income today, growth tomorrow, or a legacy for your family.

Ongoing Care and Management

We manage your portfolio with discipline, staying focused on long-term success and ensuring your investments stay aligned with your goals.

Thomas and Katie and the staff are top-notch. We couldn’t ask for anything more. They are so smart, thoughtful, hard-working. Their strategies and approach to helping clients are the best. They really care. They communicate everything clearly and with precision. They are always there for you to address questions and doubts or confusion. And they’re just great people. Also, they are fun to meet with. You enjoy sitting down with them. I’m not the most knowledgeable person (by a long stretch) when it comes to finance and investing. They make it really accessible and less intimidating or overwhelming. So grateful for them. Thank you.

Kirk Kickligher & Leslie Pitner

We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us. Knowing they have our backs is a great comfort! Thank you Thomas, Katie and all of your colleagues!

Dr. Thomas Edmonds

Great organization! Efficient from top to bottom!

Eddie Rodgers

Why we’re not your average investment firm

We take an unconventional approach

We don’t chase the market or follow the crowd. Instead, we use research, data, and probability to guide every decision, ensuring your portfolio is built for success, not fads.

We target hidden
potential

We focus on small, inexpensive, highly profitable companies that have the highest probability of outperforming the market. This gives us a strategic edge in delivering long-term growth.

Every investment has a purpose

We don’t pick investments just because they “sound good.” Every choice we make fits within your overall plan and is designed to meet a specific goal, whether that’s income, growth, or diversification.

Let’s build purposeful wealth, together

Your financial future deserves a personalized approach. We align every investment with your life goals, ensuring each decision has a clear purpose—whether it’s growing wealth, securing income, or planning for future generations.

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We do more than just strategic asset management

We do more than just manage investments—we help you build a strategy that fits your life, goals, and legacy. 

Generational investing

We help you build and grow wealth that supports not just you, but future generations as well.

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High income investing

We design strategies that protect and grow wealth for high earners, maximizing long-term success.

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Tax-managed investing

Our approach minimizes taxes, so more of your wealth stays working for you.

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At KEEN Capital, we help you create a strategic investment plan designed specifically for your needs. We provide fiduciary advice that focuses on what truly benefits you—not just what sounds good. With our guidance, you’ll be set up for growth, protection, and long-term success.

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