Keen Capital, LLC is a registered investment adviser (RIA) located in Westminster, CO.  Keen Capital, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  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.  For information pertaining to the registration status of Keen Capital, LLC, please contact the state securities regulators for those states in which Keen Capital, LLC maintains a registration filing.  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.

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

 

WHO WE ARE

Our Firm

At Keen Capital, we believe planning should be accessible to everyone no matter a person’s income level or accumulated wealth.  

As an independent, fee-only firm, we offer a wide variety of individually tailored planning services to people from all walks of life.  Everyone's situation and circumstances are unique and, as such, our approach is flexible and can be personalized to meet diverse needs.

Why Many Fail to Plan  

The financial services industry tends to ignore the individuals and families that need planning the most because they don’t have the right level of assets.  This attitude is driven by a business compensated by commissions generated through the sale of products and services.  This outdated and highly questionable financial advising model is filled with hidden fees and technical language that leaves consumers confused and frustrated.  Creating even greater confusion are the numerous titles used throughout the business (financial advisor, financial consultant, investment manager, wealth manager, relationship consultant, private banker, etc.).  No wonder many clients opt for no action at all.

Introduce Simplicity

Don’t let this complexity and lack of transparency keep you from putting together a plan that will provide you with the peace of mind in knowing that you are headed to a brighter financial future.  We believe that everyone deserves solid, objective financial planning and that is why we have structured our firm as “fee only”;  it is compensation provided directly by our clients and not tied to any commission based product or service. We give objective investment advice but we do not require assets to be held under management. This high level of flexibility and customization provides the transparency and objectivity lacking in this critical profession.

High Standards

As a Registered Investment Advisor (RIA), our firm adheres to and strongly believe in the fiduciary standards:  

  • Serve the client's best interest

  • Act in utmost good faith

  • Act prudently—with the care, skill, and judgment of a professional

  • Avoid conflicts of interest

  • Disclose all material facts

  • Control investment expenses