A complete list of active advisors currently associated with Keel Point, LLC

Warmer can help you find a great advisor at Keel Point, LLC or one who fits your needs even better.

Keel Point serves a mix of individual and institutional clients, including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, family office and OCIO services, retirement plan consulting, and access to pooled and private investment vehicles. The firm applies a team-driven investment process that combines fundamental research with quantitative modeling to construct strategic and tactical asset allocations across multiple program platforms (Core, Fund Strategies, Multi-Asset, Standalone Tactical, and Advisor Strategies). Keel Point uses an open-architecture platform, engages sub‑advisers and co‑managers when appropriate, and monitors portfolios against benchmarks and predefined risk parameters. Keel Point’s structure and offerings are distinctive among peers: it is affiliated with a registered broker-dealer (Keel Point Capital) and an insurance agency (Keel Point Insurance Advisors), and some employees also serve as registered representatives, while the firm sponsors wrap-fee programs and provides brokerage-related services. The firm also sponsors and sub-advises private pooled vehicles and co-investment funds (for example, the Keel Point Distressed Access Fund, KPAM Tactical Alpha, and Lavaca Convexity funds) that involve performance-based profit allocations to affiliates, a set of arrangements the firm discloses and manages through its conflicts procedures.

To learn more about the advisors currently working at Keel Point, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.