Jenkintown, PA Office

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.