Keitz Investment Management Ltd manages investment portfolios and offers specialized financial services for individuals, corporations, non-profits, and trusts. Founded in 1994 and based in Ambler, Pennsylvania, the firm uses a value-investing approach and proprietary models to build and actively manage portfolios of stocks, bonds, mutual funds, exchange-traded products, and other securities. In addition to ongoing investment management, Keitz Investment Management Ltd provides one-time services including comprehensive portfolio reviews, unmanaged portfolio designs, and individual security consultations. The firm emphasizes long-term equity ownership and tax-efficient strategies while tailoring portfolios to client goals and risk tolerances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees for other amounts are negotiable. Billed monthly on a trailing basis as 1/12th of the annual rate.