Putting together a diversified investment portfolio tailored to your needs requires careful planning implemented with the highest fiduciary standards. At Key Private Bank, your financial planning team takes time to get to know you so we can put together a strategy that matches your risk tolerance – and helps you tap into opportunities.
Here’s how we work with you to build up your wealth:
Our management teams follow a consistent, disciplined process to help you determine your priorities, design a unique investment strategy and reach your goals. We take a personalized, consultative approach to assist you in building your portfolio.
Understand
The purpose of our investment process is to help you achieve your financial objectives, so our process begins by taking your priorities, concerns and goals into account.
Plan
We leverage our relationships, our experts and their experiences to uncover opportunities, minimize risks, and consistently deliver the best insights and options to help you stay on track and achieve your goals. We will manage your portfolio based on market trends and insights to take advantage of opportunities that we see in the markets.
Connect
We’re continually thinking about you and your future. As we monitor your portfolio and current markets, we will stay connected to ensure you are always positioned to achieve your long-term goals.
It’s important to us: A fiduciary standard of care
Key Private Bank operates under a fiduciary standard of care – the highest standard in the industry. What does that mean for you? Our team of financial professionals act in the best interest of our clients and have been for more than 190 years. When we make investment recommendations, you’ll know they’re in your best interest – not based on commissions or sales quotas.
Identifying investment opportunities for you
We draw on our deep resources and market knowledge to uncover investment opportunities that fit your portfolio strategy. Our investment management teams – consisting of national experts and experienced, local professionals – combine top-down guidance from our Strategy Teams with bottom-up analysis from our Research Teams to deliver our best ideas to you. Our professionals can access a comprehensive, diverse set of strategies and investment products to design a portfolio that meets your unique situation.
Ready to get started?
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).
Key Private Bank is the marketing name through which KeyBank National Association (KeyBank) provides a range of financial products and solutions.
KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.
Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.
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.
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