Chapin, SC Lexington Avenue Office

Keen Capital serves individuals, high‑net‑worth clients, trusts, estates, businesses, retirement plans and charitable organizations, offering financial planning, investment management and integrated wealth management services. The firm also provides retirement plan advisory services, estate‑planning document preparation through an Encore affiliation, and accounting and tax services (bookkeeping, reconciliations and tax planning) on a fixed‑fee basis.

The firm’s investment approach is long‑term and framed by Modern Portfolio Theory, using low‑cost mutual funds and ETFs as core holdings while also incorporating individual equities and retaining legacy positions when appropriate. Keen Capital conducts internal due diligence, may engage Independent Managers, rebalances portfolios as needed, and discloses that it may employ options and other derivatives and shorter‑term trades for hedging, tax management or tactical reallocation.

Keen Capital is distinctive among peers for offering advisor‑delivered accounting and tax services alongside investment advice, a practice the firm discloses can create potential conflicts because those services are billed separately. The firm also discloses that it offers estate‑document services through Encore that can generate additional compensation, maintains explicit derivatives and options risk disclosures, and participates on institutional platforms (Schwab and Altruist) from which it receives software and support benefits.