Investment Advice
Outsourced Chief Investment Officer (OCIO) Services.
Depend on our specialized expertise to create a sound investment strategy built for your risk tolerance and goals. With our resources and expertise behind you, you can focus on what’s best for your business.
Investment Management Services
- Fiduciary, discretionary asset management
- Custom investment policy statements
- Asset allocation, investment, and risk management strategies
- Portfolio construction, rebalancing, and monitoring
- Investment performance and account activity review meetings
- Comprehensive custodial and investment operational services
- Reporting on monthly asset activity, quarterly investment performance, and online account access
- Manager evaluation, selection, and oversight
- Ongoing board education, including current economic and investment issues
Latest Articles and Insights
Structured Cash Management for Excess Operating Cash
Organizations frequently hold excess operating cash due to conservative forecasting, seasonal revenue fluctuations, or strategic liquidity buffers. While this surplus reflects financial prudence, it also presents an opportunity to enhance returns, improve capital efficiency, and support long-term objectives.
2026 Outlook: Managing Wealth in an Age of Massive Disruption and Profound Change
As we prepare for a new year and for the commemoration of our nation’s 250th anniversary, our 2026 Market Outlook, developed by our Key Wealth Chief Investment Office team, delves into the latest research, insights, and economic data to help you navigate our nation’s evolving societal landscape, artificial intelligence, market shifts and more so you can make informed decisions and grow your portfolio
How 401(k) Pooled Employer Plans Can Mitigate Fiduciary Risk and Responsibilities
Employers that offer a 401(k) retirement plan to their employees take on significant fiduciary risk and responsibilities as well as administrative duties. These fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single employer 401(k) plan.
The Biggest Incentive for Charitable Gift Annuities Ever
The updated SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement Act) provides great motivation to think about IRAs and charitable contributions. Part of the new development is the expansion of the type of charity that is eligible for a qualified charitable deduction (QCD).
Pooled Employer Plans: The Next Frontier for Improving Participant Outcomes
The 401(k) plan has become the dominant source of retirement savings for most Americans. That said, a 401(k) plan was not originally designed to be the primary retirement tool.
Beyond the Market: Tailoring Benchmarks to Meet Your Foundation’s Goals
Unlike for-profit entities, foundations manage their investment portfolios with a distinct mission in mind – generating returns that support their charitable endeavors.
Optimizing Investment Selection for Foundations: A Look Beyond Underlying Manager Fees
For foundation investment committees, selecting the right investment managers is paramount to achieving their financial objectives and maximizing their charitable missions. While fees are a consideration, prioritizing solely on underlying manager fees can be detrimental. This paper explores why a comprehensive approach that prioritizes value over cost is essential for foundation investment committees.
KeyBank Institutional Advisors is the marketing name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients.
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