A complete list of active advisors currently associated with Keychain Asset Management
Warmer can help you find a great advisor at Keychain Asset Management or one who fits your needs even better.
Keychain Asset Management provides investment advisory and planning services to individuals, families, trusts, businesses, charitable organizations, and other types of organizations, and it also supports other registered investment advisers through sub‑advisory and consulting arrangements. Services described in the brochure include traditional wealth and retirement planning (including Roth conversion analysis), ongoing financial planning on an hourly basis, digital‑asset portfolio management, and digital payments and business‑integration consulting. The firm combines traditional fundamental, technical, and quantitative analysis with an explicit focus on integrating digital assets into client portfolios, favoring long‑term investing, diversification across asset classes, and periodic rebalancing. It conducts discretionary portfolio management for client accounts held with qualified custodians (Charles Schwab, BitGo, Anchorage) and offers a planning‑first CryptoRoth Legacy Program that emphasizes conversion analysis and gradual dollar‑cost averaging for digital‑asset allocations. Noteworthy characteristics include operating as a single‑advisor firm that, despite managing a modest amount of discretionary assets ($50,000), also offers B2B solutions to other advisers and consulting to businesses; the firm discloses an affiliated technology company that provides platform and business‑management services to the adviser and to third parties. The brochure also discloses proprietary trading driven by a deterministic signal engine and describes compliance controls for potential conflicts, as well as educational activity (authorship and training/consulting) that complements its advisory and consulting work.
To learn more about the advisors currently working at Keychain Asset Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Oregon City, OR
| 1
|
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