A complete list of active advisors currently associated with Keith Kelvin Anderson

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The firm provides investment advisory and portfolio management to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. It manages roughly $55 million of assets on a primarily non‑discretionary basis for a limited number of clients, delivering periodic account reviews and written recommendations tailored to each client's objectives. The investment approach combines long‑term asset allocation with both fundamental and technical analysis, drawing on historical market data, Nobel Prize‑informed economic research, and studies of investor behavior to structure portfolios. Recommendations are presented to clients for approval and implemented only after client authorization; a limited power of attorney is used solely to execute trades in accordance with written instructions. Compared with many peers, the firm’s client mix includes institutional and charitable accounts—an uncommon exposure for independent advisors of this size—and it relies on a third‑party administrator for account administration, portfolio allocation analysis, and non‑discretionary implementation support. That administrator relationship also provides access to a family of asset‑class mutual funds and educational resources, while the firm retains client‑directed control over investment decisions.

To learn more about the advisors currently working at Keith Kelvin Anderson, 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.