KeyBank Institutional Advisors provides award-winning, institutional investment management. We act as an extension of your team, committed to your mission. As a result, we have a 99% client retention rate and an average client relationship length of almost two decades.
Specialized Experts With a Proven Track Record
100+ years
of experience as a fiduciary serving the needs of our clients and their organizations
$74 Billion
in assets under administration
$14 Billion
In assets under management, encompassing more than 3,500 accounts
Solutions and Expertise
Put our resources to work for you.
KeyBank’s institutional investing team includes more than 50 experts with specialized, hands-on expertise across industries. Each averaging 20 years of experience, our institutional advisors provide specialized investment consulting, management, and administrative services for a range of organizations and clients.
- Investment advice
- Philanthropic advice
- Retirement advice
- Nonprofits
- Healthcare institutions
- Tribal nations
- Pooled special needs trusts
- Corporations
Contact Us
Take advantage of insights and resources from our experienced team of specialized advisors. Contact us for a confidential conversation about your organization and its opportunities.
Employee Benefits Collective Funds Documents
If you’re a registered investment advisor or financial institution with employee benefit trusts or pans that invest in KeyBank funds, you can use the following documents to stay informed of our funds’ risk levels and performance.
Review our agreements for the EG MaGIC® Fund and the Multiple Investment Trust for Employee Benefit plans.
KeyBank Institutional Advisors is the brand name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients.
KeyBank National Association is the Trustee of the KeyBank Multiple Investment Trust (the "MIT") for Employee Benefit Trusts and the KeyBank EB MaGIC® Fund. The KeyBank EB MaGIC® Fund is sub advised by Mellon Investment Corporation. Advisor receives a fee for their services. An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although the money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.
Banking and trust products are offered by KeyBank. All credit products are subject to collateral and/or credit approval, terms, conditions, and availability and subject to change.
When considering gift planning strategies, the donor should always consult with the donor's own legal, tax and financial advisors. KeyBank does not give legal advice.
Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY