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 marketing name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients.
Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.
This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment strategy.
KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.
KeyBank does not give legal advice. Banking products and services are provided by KeyBank, Member FDIC.
Investment products and services are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY