Quality Partnerships

Partnerships are an integral part of our business model. Brokering relationships and building a system of high quality partnerships to deliver best in class experiences are what we strive for. We look to create a successful ecosystem to facilitate cohesiveness, maximize expertise, and refine our investment approach. Our business partnerships allow us to meet the challenges, expectations, and investor needs within the marketplace.

Innovativeness

We offer an interactive platform that allows clients to access their accounts and balances, upload files using a secure portal, obtain tax forms, and access our Keez blog and newsworthy press releases.

Due Diligence

We exercise care in providing added oversight to protect our investors. We collaborate with top fund administrators and auditors to provide transparency through monthly NAV calculations, audited financial statements, and capital management at three levels of authorization, to maintain confidence and reliability.

Annual shareholder letters are issued by our team to deliver insight into our yearly financial results, our current positions in the market, and overall market conditions to provide full disclosure to our investors.

Mutual Interests

We invest a significant portion of our own assets along with our investors, instilling confidence and trust to create lasting relationships.