Business owners and their families have more than just retirement to consider when designing investment portfolios. Blue Keel specializes in independent, fee-only portfolio management with business owners in mind.
DEVELOPING YOUR PORTFOLIO
Using a rigorous multi-step process, Blue Keel will design, manage and constantly monitor a customized investment portfolio that reflects who you are and where you want to be – not only in retirement, but at every point along the way.
Do you really know what stocks you own? Our complimentary, in-depth portfolio reviews provide you with key insights about your current investments and help identify strengths and weaknesses.
Each client has a unique set of financial needs and goals that evolve as their lives change.
Blue Keel uses a Core + Satellite strategy to seek growth while also managing risk through appropriate asset allocation and selection based on each client’s risk profile.
We primarily employ low-cost, tax-efficient ETFs and mutual funds as the basis or “core” of a portfolio; and a mix of either actively-managed mutual funds or individual stocks to build smaller “satellite” positions to take advantage of tactical opportunities.