Outsource It

For advisors looking to provide a more customized portfolio for clients, the portfolio management can be outsourced to Keeler & Co. Advisors of Keeler & Co. and you collaborate to determine the best option to address the client's needs. From there, Keeler & Co. monitors and trades (when necessary) the portfolio.

Portfolios managed by Keeler & Co. are globally diversified and structured using asset class and index funds to control risk and preserve capital.

In addition, you may decide to outsource client funds to a managed account program offered through our custodian, Fidelity Institutional Wealth Services. There are numerous managers providing a wide array of strategies across all asset classes.