Keychain Asset Management

Overview

Keychain Asset Management is a small, independent registered investment adviser operating as a corporation and owner-managed. The firm serves individuals and families and combines financial planning with portfolio management for individuals, small businesses and institutions. Its advisory services extend to pension consulting-type work, publication of periodic investment material and educational seminars or workshops. Investment activity centers on equities, with a clear preference for exchange-traded instruments as the primary building block of client portfolios. The firm charges a mix of percentage-of-AUM, hourly and fixed fees rather than a single fee model. It does not position itself as a capital allocator or an active ESG investor and is not structured as a multi-state adviser. Given the firm’s very limited capital base, its tactical approach appears focused on liquid, low-minimum instruments and straightforward exposures rather than large-scale private placements or co-investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices