A complete list of active advisors currently associated with KeyHouse Analytics Inc.

Warmer can help you find a great advisor at KeyHouse Analytics Inc. or one who fits your needs even better.

KeyHouse Analytics Inc. provides discretionary, fee‑based investment advisory and portfolio management services to individual and business clients. The firm makes trading and allocation decisions on client accounts but does not act as custodian or provide custodial or back‑office services. The adviser seeks returns above the S&P 500 while attempting to limit downside risk by concentrating portfolios in 15–20 U.S. growth companies across small, mid and large capitalizations and employing fundamental, technical and cyclical analysis. Stock selection is governed by explicit criteria — long‑term trends, earnings growth above 8%, positive free cash flow and reasonable valuation — and accounts are managed according to this uniform strategy rather than being customized for each client. Noteworthy features include the firm’s uniform, rules‑based 15–20 stock model applied across client accounts, the combined use of multiple analysis disciplines, and a practice of billing management fees semi‑annually in arrears with fee deductions handled through the custodian (the firm does not maintain custody of client assets). The firm also recommends a specific custodian for execution and does not vote proxies on securities held in client accounts.

To learn more about the advisors currently working at KeyHouse Analytics 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.