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Putting together a diversified investment portfolio tailored to your needs requires careful planning implemented with the highest fiduciary standards. At Key Private Bank, your financial planning team takes 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 management teams follow 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? Our team of financial professionals act in the best interest of our clients and have been for more than 160 years. 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.

Ready to get started?

Resources

The Fiduciary Standard of Care Video

Do you know what it is? Does your advisor act only in your best interest? Learn more and discover why Key Private Bank operates under a strict Fiduciary Standard of Care.

June 2017 The Fiduciary Standard of Care Video
Our Approach

Manage Your Financial Plan, Digitally

Your life is constantly changing – you need financial advice that can keep up.

March 2018 Manage Your Financial Plan, Digitally
Resources

Our Investment Philosophy: Its Purpose and Design

An investment philosophy is a set of beliefs that guides and explains Key Private Bank’s approach to investing on behalf of our clients.

February 2018

Disclosures

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.