Team

Keystone Asset Management Strategies (KeyAMS) is a financial and investment planning firm that uses economics, finance, and behavioral science to develop strategies for success. Our team of financial professionals is backed by attorneys, accountants, investment consultants, bankers, and other specialties to enable us to address all your financial planning needs:

• Investing principles and strategies
• Finding suitable retirement vehicles
• Creating and preserving your legacy
• Understanding and mitigating risk
• Transferring your business
• Attracting and retaining staff to your organization
  
  Our main base is near Philadelphia because we like the food, but we work with clients from all over the country.

At KeyAMS, we are “product agnostic,” meaning we are not beholden to any product seller. Our only loyalty is to you, our client, as we search the world for the best financial products to fit your particular needs. Helping us achieve this aim are several firms we enjoy particularly close relationships. They do not create products themselves but assist and advise us on what we present you

Securities America https://www.securitiesamerica.com/investors
Securities America Financial Corporation (SAI) and its family of affiliated companies, under the umbrella of Ladenburg Thalman, provide those of us with securities licenses with compliance oversight to make sure that our practice meets the highest in fiduciary standards. It handles our due diligence activity, so we can present you with the best in class resources. And it provides ongoing training on products and strategies so that we can continually improve the services we provide you.

SEI https://seic.com/what-we-do/investment-management
SEI is a global asset manager headquartered in Oaks, Pennsylvania, not far from the offices of KeyAMS. This fifty-year-old company has over three thousand employees supporting companies like ours, and it has an investment approach that aligns with what we do. 
SEI has one of the longest histories of goals-based strategies in the US and the UK. We work closely with SEI to tailor investment solutions to fit your specific investment objectives. This approach helps you leverage opportunities, manage investment risk while achieving more consistent returns.
Because of the support we receive from SEI, we can:

• Create custom, flexible solutions with varying levels of discretion;
• Build diversified solutions designed to help achieve specific goals;
• Select managers with different disciplines and provide a broad selection of asset classes and asset allocation models.
  
  

FIG www.figmarketing.com
KeyAMS uses partners like Financial Independence Group (FIG) to find products that best fit the needs of ourt clients. We chose FIG as a partner because it is driven by a framework of shared beliefs that align with ours. Although they provide us with fixed annuities and long term care products, their emphasis is on finding solutions rather than selling products. We have come to respect and admire their ethical standards, commitment to excellence, and accountability. Just know that we are not out there alone finding solutions for you, but bring with us the history and integrity of this partner organization.