Keitz Investment Management Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,500,000
Clients
47
Advisors
2
across 2 offices
About
Keitz Investment Management Ltd. provides discretionary investment management along with standalone services such as comprehensive portfolio reviews, unmanaged portfolio designs, and individual security analysis to a mix of individual investors, trusts, non-profits and corporate clients. The firm serves both high-net-worth and non-HNW individuals and also offers non-discretionary, one‑time or hourly advisory engagements in addition to fee-based asset management.
The firm describes a value-investing philosophy implemented through an internally developed K.I.M. System that emphasizes long-term equity ownership, active security filtering, and diversification, with fixed-income positions typically laddered to maturity. Portfolios are actively managed with ongoing rebalancing and tax-aware techniques such as tax‑loss harvesting, and the firm may use ETFs, mutual funds and covered-option strategies to achieve client objectives.
Noteworthy aspects include principals with longstanding Certified Public Accountant experience and historical ownership of an accounting practice, which the brochure highlights as part of the firm’s expertise and that may influence its tax and reporting perspective. The brochure also discloses recent regulatory attention — a consent order with the state securities regulator concerning prior ADV filings — a factor prospective clients may weigh alongside the firm’s small-team, bespoke service model.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.00% $2,500,000 - $5,000,000: $26,400 + 0.9% of amount over $2,500,000 $5,000,000+: $48,900 + 0.8% of amount over $5,000,000
$150 per hour
Account minimum: $100,000
Main office
See office1126 Horsham Rd, Suite 110
Ambler PA 19002
Advisors at this office
1
Offices (2)
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Neal K
Jenkintown, PA
Keitz Investment Management Ltd.
Neal Keitz is the sole advisor at Keitz Investment Management Ltd. in Jenkintown, PA, with 31 years of industry experience. The firm has a background in accounting, reflecting Keitz’s prior ownership of an accounting practice and experience as a Certified Public Accountant. Keitz Investment Management Ltd. provides discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm follows a value-investing philosophy through its internally developed K.I.M. System, focusing on long-term equity ownership, active security selection, diversification, and tax-aware portfolio management.
Michael K
Series 63, Series 65
Ambler, PA
Keitz Investment Management Ltd.
Michael Keitz is the principal of Keitz Investment Management Ltd. in Ambler, PA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has managed his independent firm since 1994. Keitz Investment Management Ltd. offers discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm employs a value-investing approach centered on long-term equity ownership, active security selection, diversification, and tax-aware strategies, serving both high-net-worth and non-HNW clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)