KEB Asset Management LLC, an affiliate of KEB, serves as a registered investment advisor to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. When you invest through KEB Asset Management, you gain access to high quality institutional funds formulated by respected leaders in structuring specialized investment funds for institutional investors. We receive no commissions to buy and sell assets. KEB Asset Management receives a fee for service based on your total portfolio value, keeping our interests aligned with yours.
Our advisors tailor your portfolio's level of risk (and its expected returns) according to your personal preferences, goals and circumstances. They seek broad global diversification according to the tenets of Modern Portfolio Theory, and assist with appropriate asset location between taxable versus tax-advantaged accounts. Using this practice, the investor learns the importance of lower costs, effective diversification and creating a portfolio designed to provide the highest expected return for a chosen level of risk.
KEB’s advisors get to know your personal goals and your specific level of risk tolerance. They create a map and use it. They find that investors who don't follow a plan often find themselves short of their goals and missing the mark. Together we draw a clear investment map designed to last for years.