Investment Management Services
As an independent investment advisory, we offer investment advisory services under a fee-based arrangement where independent investment managers and model portfolios are selected or constructed on a customized basis.
Focusing on objectives of the client, manager style, performance, reputation, financial strength, and well-articulated investment philosophy, reporting, pricing,
- Investment Planning
- Financial Planning
- Retirement Planning
- Legacy creation
- Business Succession Strategies
- Private Banking Solutions
- Tax Minimization & Insurance Strategies
- Estate & Trust Strategies
- Intergenerational Wealth Transfer
- Customized Credit
- Philanthropic Planning
Comprehensive Financial Planning
We firmly believe that wealth management involves more than investment and capital management. Key Overseas Investments strives to increase client net worth through the proper investment of portfolio assets, tax minimization and concurrently protecting client assets through proper risk management.
The client relationship is viewed as centric and we can provide an evaluation of cash flows, taxable and non-taxable investment portfolios, educational and retirement funding requirements, current insurance coverage and income tax situations.
Opportunities are identified and customized recommendations are prioritized and implemented to reach the client’s financial, risk management and lifestyle goals.
In depth interviews are conducted and the necessary documentation is obtained to determine the client’s risk tolerance and investment time horizon, goals and objectives. Utilizing an open architecture platform, portfolios are customized and/or independent investment managers are selected based upon the stated objectives of the client, as well as the investment managers’ style, performance, reputation, financial strength, reporting, pricing and research.
