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Set Your Path

Keen Capital serves as your 

Wealth Advocate

partnering with you to chart a course to financial success

As an independent, fee-only wealth management firm, Keen Capital provides distinctive solutions to help those who seek a sound financial future.

Learn more about how we define wealth management and why it’s so important to develop the right partnership.

What keeps you from seeking the best path to the soundest financial future?

Is it:

  • a lack of market knowledge?

  • fear of making the wrong financial decisions?

  • a reluctance to trust others with securing your investments?

  • an inability to sacrifice the time to manage your investments?

Keen Capital will:

  • use extensive market knowledge to assess your personal financial situation and identify clear objectives.

  • resolve obstacles that keep you from achieving financial independence.

  • strategize a suitable plan with you and your family in mind. 

  • monitor your investments so you don't have to.  

All of this while adhering to the highest fiduciary standards:

  • Serve the client's best interest

  • Act in utmost good faith

  • Act prudently - with the care, skill, and judgement of a professional

  • Avoid conflicts of interest

  • Disclose all material facts

  • Control investment expenses

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Keen Capital, LLC, is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission.

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Form CRS

Privacy Policy

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Keen Capital, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of Keen Capital, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Keen Capital, LLC ‘s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Keen Capital, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of Keen Capital, LLC’s current written disclosure statement discussing Keen Capital, LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Keen Capital, LLC upon written request.  Keen Capital, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Keen Capital, LLC’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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Keen Capital, LLC, 2830 Ranch Reserve Lane, Westminster, CO 80234 | info@keencapital.net

 

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