As an investment advisor, we understand the needs of advisors and the day-to-day troubles and complexities of running a firm in the current regulatory environment. IAA was formed to help advisors address these needs by creating a platform to lower expenses, maintain compliance, and grow their business.

The history of Keeler & Co. dates to 1989 on the floor of the New York Stock Exchange, it was established as an agency-only brokerage firm trading for major institutions and hedge funds. Over the course of nearly 20 years the firm evolved to a Registered Investment Advisor as well as a broker. In 2005 it was decided to become solely a RIA, removing the potential conflict of interest that exists with a commission business, and begin offering our expertise in practice management and compliance to qualified advisors.