Institutional Asset Services

Whether a financial relationship is measured in days or decades, Key ensures that our clients’ interests are well-protected and invested wisely throughout their lifecycle. We can serve as independent caretaker and escrow provider, and also as your strategic financial advisor. We provide trust, investment management, escrow, employee pensions and benefits, custody and administrative services to individuals, companies, organized labor, government agencies and non-profits.

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 services include:

Key has held and managed funds for a variety of companies and organizations throughout the U.S. Some of our most successful client relationships include ongoing services provided to clients in the following sectors:

  • Corporate Pension Plans
  • Endowments and Foundations
  • Various Public Funds

We take our role as a trusted third party seriously; our professionals are trained to act as fiduciaries, protecting the assets entrusted to us. Because of this trust built over time, we can serve our clients in a variety of ways, helping to protect retirees, build new business relationships and facilitate complex transactions.

Some of our specific institutional asset services include:

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 keep informed regarding your assets held by Key.

Clients can access these online tools here, or you can contact a Key relationship manager to arrange for a demonstration of the technology if you are not yet a client.

Online Tool Access: