INVESTMENT MANAGEMENT

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B
usiness 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

  • Coordination of multiple accounts in a multi-income household
  • Tax implications and costs associated with owning and growing a business
  • Multiple short- and intermediate-term goals, both personal and professional
  • Unpredictable income streams that require effective planning and customized portfolio allocations
  • Ever-increasing education costs for your children, even before college

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.

 
 

Complimentary Consultations

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.

 
  • We will show you how your current portfolio is allocated and where it falls on the risk tolerance spectrum.
  • We will show you any exposure your investments have to various risks and how they may impact attaining your goals.
  • We will show you what you pay in fees and expenses, including the mutual fund expense ratios you won't find on your statements.
  • We will show you any overexposures to specific stocks or sectors within mutual funds or ETFs you currently own.
 

RECOMMENDED INVESTMENTS

 

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.

 
 
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Partnering with TD Ameritrade Institutional as our preferred custodian allows Blue Keel to provide powerful institutional resources, asset security, and broad investment choices to our clients – while bringing the value of true objectivity as an independent, fee-only advisor. Through this partnership, Blue Keel’s investment managers have access to leading research from TD Ameritrade Institutional, Standard & Poor’s, Argus, Vickers, Ford, and more.