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Overview

A managed account is a fee based investment advisory account that is owned by an individual investor and overseen by a professional money manager. In contrast to mutual funds, which are professionally managed on behalf of many mutual fund owners, managed accounts are personalized investment portfolios tailored to the specific needs and objectives of the account holder.

Model portfolio strategy programs

Professionally managed portfolios consisting exclusively of mutual funds and exchange-traded funds (ETFs) that provide varying levels of market exposure to different asset classes and different styles of investments.

Separately managed account programs

Separately managed account offerings provide access to professionally managed portfolios of individually owned securities which can be customized to meet clients’ objectives. Approximately 40 money managers and more than 50 investment strategies undergo an extensive screening process and are subject to ongoing research review to ensure they meet a wide range of client financial needs.

Unified managed account programs

A multi-discipline managed account product housed within a single portfolio that seeks to deliver a consistent, risk-controlled return over the long term. Clients have the ability to determine exposure to non-traditional asset classes.

View our KIS Business Continuity Disclosure Statement.

Check the background of this firm on FINRA's BrokerCheck.

Investment products offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor.

Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).

Investment and insurance products made available through KIS and KIA are:

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

KIS, KIA and KeyBank are separate entities, and when you buy or sell securities and insurance products you are doing business with KIS and/or KIA, and not KeyBank.

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