Institutional Advisors
Thoughtful asset protection and management.
Ensure your organization’s assets are protected and managed wisely when you select KeyBank Institutional Advisors. Our experts tailor the plan to your needs, creating a strategy you can rely on.
Whether a financial relationship is measured in days or decades, KeyBank ensures that our clients’ interests are well-protected and invested wisely. Our clients benefit from administrative ease, investment management efficiencies and flexible consolidated reporting. We provide trust, custody and investment management services that also include escrow, employee pensions and benefits services to companies, organized labor, government agencies and nonprofits.
Every company, Board and organization has unique needs and stakeholders. We listen to your needs and offer our long track record of stability and successful execution to bring all parties to the table. In this way, we’ve earned the trust of hundreds of organizations across the country.
Our Solutions
Our services include:
- Custody & Administrative Services
- Employee Benefits Collective Funds
- Investment Management
- Corporate Escrow Services
Employee Benefits Collective Funds
Under certain circumstances, our funds are also available to other financial institutions and registered investment advisors that have fiduciary responsibilities for one or more employee benefit trusts and plans. It’s important to be informed of the risk levels and performance of the funds that will invest your employee retirement dollars. The following includes a selection of informative documents for the suite of KeyBank Employee Benefit Funds.
Annual Reports
Fund Fact Sheets
EB MaGIC Fund:
Product Descriptions & Disclosures
-
KeyBank EB MaGIC Fund Product Description and Disclosures 2020
- KeyBank MIT Fund Product Description and Disclosures 2020
Trust Agreements
Review our agreements for the EB MaGIC Fund and the Multiple Investment Trust for Employee Benefit plans.
Online Access
It’s important to us to keep all parties appropriately informed at all times. To support this financial transparency, we have created online tools that allow you to monitor your assets held by Key.
Clients can access these online tools here, or you can contact an Institutional Advisors Relationship Manager to arrange for a demonstration of the technology if you are not yet a client.
Online Tool Access:
- KeyBank clients can check on assets through KeyLink.® To sign up for KeyLink, contact your Relationship Manager.
- Pension recipients can check on pension payments through Benefit Payments, or by calling 1-800-962-2149