Keepsake Management Inc.

Keepsake Management Inc. provides investment supervisory services (individual portfolio management) and separate consulting engagements to individual clients, serving both non‑high‑net‑worth and high‑net‑worth households. The firm reports about 63 client relationships and roughly $23.8 million in assets under management.

The adviser bases portfolio work on fundamental analysis, asset allocation and mutual fund/ETF evaluation and employs a range of trading approaches, including long‑ and short‑term purchases, trading, short sales, margin transactions and options strategies (including covered calls and spreads). Keepsake manages accounts on either a discretionary or non‑discretionary basis, with approximately $20.9 million in discretionary assets and $2.84 million in non‑discretionary assets as reported.

Notable operational features include a standalone consulting offering billed on an hourly basis ($100–$300 per hour) and an active trade execution practice that aggregates and blocks orders across client accounts. The firm commonly recommends Schwab Institutional for custody and related services but leaves broker selection to the client, and it votes proxies for client accounts (retaining an independent third party if a conflict arises).