KEITZ INVESTMENT MANAGEMENT LTD.

Overview

Keitz Investment Management Ltd. is a small, privately owned advisory firm that serves both individual and institutional clients. The firm operates as a corporation with an individual owner and delivers portfolio management services for individuals, small businesses and for business or institutional accounts. Its billing model combines a percentage-of-AUM fee with the ability to charge hourly for certain services, indicating a mix of ongoing discretionary relationships and advisory or planning engagements billed by work performed. Investment activity is centered on listed equities, which form the core of client portfolios, but the firm maintains a broader toolkit that includes fixed income vehicles, mutual funds and annuities. Keitz Investment Management Ltd. is not positioned as an ESG-focused manager, and it does not present itself as a multi-state adviser or pension consultant. The firm lists an industry affiliation with accounting professionals, suggesting a coordination model with tax and accounting advisors when designing client solutions.

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Public Holdings

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Location & Offices