A complete list of active advisors currently associated with Key Group Management, Inc.

Warmer can help you find a great advisor at Key Group Management, Inc. or one who fits your needs even better.

Key Group Management serves individual and high-net-worth clients through a team of eight advisors, offering comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm combines discretionary-style investment advice with a range of securities (ETFs, mutual funds, individual equities and bonds) and standalone planning services, and also coordinates tax planning and accounting work through an affiliated tax practice. The firm employs fundamental analysis and a mix of strategies — including long-term positions, options, margin and short sales — but does not accept discretionary trading authority; it reports $0 in discretionary and $303.8 million in non-discretionary regulatory assets, so clients retain trade approval. Portfolios are monitored and rebalanced by the team, and client cash balances are generally held in conservative instruments to support liquidity and fee processing. Key Group is notable among similar team firms for the combination of a largely non-discretionary asset base and its affiliation with Key Group Tax Services, where CPAs and EAs provide tax preparation, accounting and tax planning under separate engagement agreements. Advisors are also registered to effect commissionable securities transactions, a structure the firm discloses and manages as a potential conflict of interest.

To learn more about the advisors currently working at Key Group Management, Inc., 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.

You can also browse Key Group Management, Inc.'s office locations.