For a quick update on how markets behaved last week and how our experiences of 2024 will impact our opportunities in 2025, please see Keel Point’s Market Recap for January 6, 2025. https://lnkd.in/evq4mU6K
About us
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD. *Third-party posts found on this site do not reflect the views of Keel Point, LLC and have not been reviewed by the Firm as to accuracy or completeness.
- Website
-
http://www.keelpoint.com
External link for Keel Point
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Huntsville, AL
- Type
- Partnership
- Founded
- 2003
Locations
Employees at Keel Point
Updates
-
Keel Point's Faith Driven Investing (FDI) platform goes beyond traditional values-based investing, offering innovative solutions that benefit vulnerable populations worldwide. Learn how we’re helping clients align their investments with their values to help them achieve their individual goals: https://lnkd.in/ekX8r7Qp
Faith Driven Investing: Elevating the Industry Standard for Values-Based Investors - Keel Point
https://keelpoint.com
-
For a quick update on how markets behaved last week and some DOGE opportunities for reducing budget deficits, please see Keel Point’s Market Recap for December 30, 2024. https://lnkd.in/eq7JBrDX
Market Recap – December 30, 2024 - Keel Point
https://keelpoint.com
-
For a quick update on how last week’s economic news, the Federal Reserve interest rate announcements, and Congressional machinations on keeping the government open during the holidays affected financial markets, please see Keel Point’s Market Recap for December 23, 2024. https://lnkd.in/eGh5gjg8
Market Recap – December 23, 2024 - Keel Point
https://keelpoint.com
-
Faith Driven Investing (FDI) combines financial goals with meaningful impact. At Keel Point, we’re proud to help elevate the industry standard for FDI, helping clients make investments that promote human success and align with their faith-based principles. Discover how FDI is making a difference globally. Click the link in the comments.
-