Key - Personal

Selecting an Investment Manager

When you decide to turn some or all of your investment activities over to a qualified investment manager, you'll want to know that you've made the best choice for you and your family's financial future. Below are some selection criteria you should use when deciding on an investment manager.

Tailored Service

You have your own approach to investing, and your financial goals are unique. Choose an investment manager who will accommodate as much involvement as you care to have in your investments. And, select one who will discuss your goals and objectives with you as frequently as necessary to manage your investments as effectively as possible.


Your investment manager should be able to coordinate all aspects of your investments: setting goals, investment planning, asset allocation, portfolio management, performance measurement and analysis, and risk management. Frequently, you'll need the input of a specialized advisor on one or more of these aspects, such as a trust or insurance specialist. Choose an investment manager who has up-to-date skills in all these areas, one who pursues frequent and ongoing training, and one who has daily access to professional specialists.


Some investment professionals receive fees for particular transactions or investments, rather than a set fee based on the value of the assets they manage for you. Choose an investment manager that charges based on the assets-this way, you can be sure that your investment manager is always operating in your best financial interest.


Seasoned investment managers know how to take a long-term view of markets and financial goals. They know how to balance your particular approach and situation with the most current analysis techniques. Choose an investment manager with considerable personal and organizational experience, and be sure that your investment manager has a wide selection of experienced specialists with whom to consult on your behalf.

The information provided here is obtained from sources deemed to be reliable, however, neither KeyCorp nor any subsidiaries guarantee the timeliness, sequence, accuracy or completeness of such information. Any discussion of investment or other financial products is not to be construed as to constitute an offer to sell or solicitation to buy such investment / financial product. A decision to buy or sell any investment or other financial product referenced should not be based solely on the inclusion of the investment / financial product in these articles. The information provided here is general in nature and should not be construed as specific or comprehensive advice, but is provided for informational purposes only. You should discuss the specifics concerning your business, financial, legal or tax matters with an appropriate independent, professional consultant or advisor before making any financial decisions. KeyCorp and certain subsidiaries, on their own behalf or as agents for their clients, any of their officers or employees may have a beneficial interest or position in any of the investment products mentioned, which may be contrary to any opinion or strategy expressed in these articles. Past performance of markets or investment products mentioned in these commentaries should not be considered to be indicative of future results.

Contact Information

For more information about retirement planning, talk to a Key Retirement Specialist at 1-888-KEY-2020, or send us an email.