Managed Accounts
Professionally managed for your goals.
With a Key Investment Services® (KIS) managed account, you’ll get an individualized experience from day one. We’ll work with you to understand your goals, and manage your account with strategies designed to help you reach them.
About Managed Accounts
A managed account is a fee-based investment advisory account that’s owned by an individual investor and overseen by a professional money manager. Unlike mutual funds, which are professionally managed on behalf of many owners, managed accounts are personalized investment portfolios – so they’re tailored to the specific needs and objectives of the account holder.
Flexible Options to Build Your Portfolio:
- Model Portfolio Strategy Programs
With a professionally managed portfolio made up of mutual funds and exchange-traded funds (ETFs), you choose from a variety of asset classes, investment styles and market exposure levels to suit your comfort level. - Separately Managed Account Programs
Choose from numerous money managers offering more than 50 investment strategies, and you can do so with confidence: every one of our managers undergoes an extensive screening process and is subject to ongoing research review. - Unified Managed Account Programs
This type of managed account gives you diversification within a single portfolio that seeks to provide consistent, risk-controlled return over the long term. And, you choose your own level of exposure to non-traditional asset classes.
View our KIS Business Continuity Disclosure Statement, SEC Regulation Best Interest Disclosures, and Form CRS – Customer Relationship Summary.
Check the background of this firm on FINRA's BrokerCheck.
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor.
Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).
Investment and insurance products made available through KIS and KIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
KIS and KeyBank are separate entities, and when you buy or sell securities you are doing business with KIS and not KeyBank.