Mark Keeling
Principal, Chief Investment Officer and Portfolio Manager at BTR Capital - San Francisco, CA, US
Mark Keeling's Colleagues at BTR Capital
Mark Keeling's Contact Details
415-989-0100
San Francisco,California,United States
BTR Capital
Mark Keeling's Company Details
Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm's resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions.