Broker Check

What We Believe.

Vission + Mission

We envision a world in which you go on vacations, buy a new car, send your kids (or grandkids) to college with the confidence that what you spend today will not put your financial independence at risk.

We want you to leave money to family, friends, and good works – and if you want to leave money to the government, well, that is your choice. But we will help you make sure that whatever you do, you do it consciously and according to your wishes.

Our Investment Philosophy

At KeyAMS, we believe investments are tools to help you reach your goals. 

We help you separate your investments by goals, with some being a long way off, and others nearby. By dividing your investments into segments, we can set up different portfolios with different levels of risk.

We want you to take on as much investment risk as you can, given your need to sleep soundly at night. The exact allocation will vary from person to person, as no two investors are alike. Moreover, we take your risk temperature often, as you will change as you progress through life.

We also believe in continuous communication. You can see your investments 24/7. We offer comprehensive, one-to-one reviews of your investments and on the financial and geopolitical factors that influence investment volatility and performance. We send you market updates, videos, and other information so that you can continually grow in your investment knowledge.