Key Investment Team, Inc.
Financial Services - Los Angeles, California, United States
Key Investment Team, Inc. Employees
Key Investment Team, Inc. Senior Management
Key Investment Team, Inc. Details
Key Investment Team is an independent, fee-only, registered investment advisor providing asset management and financial advisory services for individuals and institutional investors. We act in a fiduciary capacity and serve as our clients' advocate.The key to our Investment Process is our investment strategies. We create your strategic asset allocation as a base, and adjust the mix of assets as markets rise and fall, and the economy strengthens and weakens. Our active process may also engage in short-term trades in an effort to capitalize on perceived unusual or exceptional investment opportunities.Because every investor has different needs, we offer five risk-based Asset Allocation Portfolios, each designed with specific goals and risk tolerances in mind:• Conservative: 20% equity/80% fixed income• Moderate: 40% equity/60% fixed income• Balance: 60% equity/40% fixed income• Growth: 80% equity/20% fixed income• Equity Growth: 100% equitySatisfaction Guaranteed for participating Asset Allocations Portfolios: http://www.keyinvestmentteam.com/guarntee/DISCLOSURE: Key Investment Team is a registered investment advisor. Key Investment Team may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where Key Investment Team and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
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