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Growing Wealth

Deciding on a wealth building strategy involves assessing your attitude toward risk. With great risk comes the possibility of great reward – or great loss. So are you better off making small, consistent steps toward growing your wealth? Or should you take a risk and hope for a big return? Many people want a combination of these qualities, but for each person, managing risk will be unique.

 

Finding the right investment strategy to build up your wealth, and help it grow, involves understanding how you feel about risks, based on what you might get in return.

 

Questions to help you find out which wealth building strategy is right for you:

 

  • Am I more interested in big returns, even if I might lose some of my investment?
  • Would you rather have a consistent, stable, anticipated amount of return?
  • Is it possible for my investments to just follow the markets?

A Disciplined Approach to Investing

These three strategies can help you build up your investments and weather financial market highs and lows.

Stay focused.

Find ways to filter out the noise and remain focused on your primary objectives. Diversifying your investments with sound judgment maximizes your probability of success.

Be proactive, yet nimble enough to pivot.

Everyone has aspirations for their life. Navigating and pivoting when your priorities change can impact both today’s lifestyle wants and your long-term needs.

During extremes, go with experience.

Momentum can drive “popular” investment positions to extreme valuations beyond what is warranted by their fundamentals. Leverage trusted resources and partners who are committed to your long-term plan.

KEY PRIVATE CLIENT

Put our team to work on your goals.

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Put our team to work on your goals.

Our Insights

Get expert commentary and insights.

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Get expert commentary and insights.

KEY QUESTIONS

Explore the potential in today's market trends.

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Explore the potential in today's market trends.

Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). 

KeyBank, KIS and KIA are separate entities. Each entity separately supervises the sales and other activities of financial professionals providing access to its products and services.

Services provided by KeyBank, KIS and/or KIA should not be used in substitution for independent and personal tax advice. KeyBank, KIS and/or KIA do not provide legal advice. Individuals should consult their personal tax and/or legal advisor concerning their particular situation.

The summaries, prices, quotes, and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed. They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.

Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

To learn more about KIS’s investment business, as well as our relationship with you, please review our KIS Form ADV Part 2A Appendix 1, KIS Business Continuity Disclosure Statement, SEC Regulation Best Interest Disclosures, and Form CRS – Customer Relationship Summary.

Check the background of KIS on FINRA's BrokerCheck.

There are important differences between banking, brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties.

Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses

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