CUSTOMIZED CLIENT INVESTMENT SERVICES
Keel Asset Management, LLC, a SEC registered investment firm with offices in Chicago, Los Angeles and Cape Cod offers both institutional and individual investors the opportunity to exploit market anomalies using customized investment strategies requiring a nimble execution. We can incorporate specific investor constraints in portfolio construction with respect to environmental, social and corporate governance criteria; tax liability management; and specific liquidity, risk and return requirements. Our investment team with an aggregate of more than 100 years of experience also has the capability to conduct due diligence on specific private investment opportunities across a range of sectors on behalf of clients.
Coupled with ready access to expert tax and estate planning services, Keel investment clients have a trusted financial services and legal team at their disposal to address all of their needs.
AFFILIATE MEMBERSHIP ORGANIZATIONS
Managers of Keel are actively involved in several progressive industry organizations that focus on impact and sustainability, including BASIC (Boston Area Sustainable Investment Consortium), USSIF (The Forum for Sustainable and Responsible Investment Consortium) and SVN (Social Venture Network)