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Managing Your Investments

Following a solid path to build your portfolio.

Putting together a diversified investment portfolio tailored to your needs involves careful planning. At Key Private Bank, we take time to get to know you so we can put together a strategy that matches your risk tolerance – and helps you tap into opportunities.

Here’s how we work with you to build up your wealth:

Our investment management team follows a consistent, disciplined process to help you determine your priorities, design a unique investment strategy and reach your goals. We take a personalized, consultative approach to assist you in building your portfolio.

Understand

The purpose of our investment process is to help you achieve your financial objectives, so our process begins by taking your priorities, concerns and goals into account.

Plan

We leverage our relationships, our experts and their experiences to uncover opportunities, minimize risks, and consistently deliver the best insights and options to help you stay on track and achieve your goals. We will manage your portfolio based on market trends and insights to take advantage of opportunities that we see in the markets.

Connect

We’re continually thinking about you and your future. As we monitor your portfolio and current markets, we will stay connected to ensure you are always positioned to achieve your long-term goals.

It’s important to us: A fiduciary standard of care

Key Private Bank operates under a fiduciary standard of care – the highest standard in the industry. What does that mean for you? We put our clients’ interests before our own. When we make investment recommendations, you’ll know they’re in your best interest – not based on commissions or sales quotas.

Identifying investment opportunities for you

We draw on our deep resources and market knowledge to uncover investment opportunities that fit your portfolio strategy. Our investment management teams – consisting of national experts and experienced, local professionals – combine top-down guidance from our Strategy Teams with bottom-up analysis from our Research Teams to deliver our best ideas to you. Our professionals can access a comprehensive, diverse set of strategies and investment products to design a portfolio that meets your unique situation.

Related Disclosure Information

Key Private Bank is part of KeyBank National Association.

Bank and trust products are provided by KeyBank National Association, Member FDIC and Equal Housing Lender.

Investment products are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

KeyBank does not give legal advice.