Patrick J. Keating Investment Management manages investment portfolios for individuals, high net worth individuals, and trusts. Led by Chartered Financial Analyst Patrick Keating, the firm divides your portfolio into two distinct parts: a safe component for immediate and intermediate cash needs, and a growth component for longer-term objectives. The firm uses fundamental and technical analysis to select exchange-traded funds and individual securities, tailoring allocations based on your specific growth, income, and liquidity requirements. Patrick J. Keating Investment Management operates independently with a focus on personalized portfolio oversight.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees apply only to the growth component of the portfolio. The safe component carries no fee. Fees are generally negotiable.