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

 

WHAT WE DO

Investment Management

 

If you feel that you don't have the time, interest, discipline, or expertise to manage your own investments, Investment Management may be the ideal solution. We employ a disciplined approach to managing investments that is grounded in low cost investing, tax efficiency, and diversification. 

It all starts with planning to identify your investment goals and developing a sustainable investment strategy that's in-line with your tolerance for risk. In most cases, we leverage the power of low cost, no-load mutual funds and exchange traded funds (ETFs). Once in place, we follow a disciplined, tax efficient rebalancing strategy and make adjustments when warranted by changes in your situation. We do not believe in timing the market. 

The Investment Management solution includes:

  • development, implementation, and monitoring of the financial plan.

  • discretionary or non-discretionary investment management. 

  • implementation and active management of your portfolio; assets are held with our custodian or third-party asset manager. 

  • working with you to implement and monitor the recommended asset allocation of your investments held in your employer's retirement plan or at other financial institution(s) (401k/403b, brokerage accounts, mutual funds, etc.). 

  • quarterly reviews - performance reviews, rebalancing, and reallocation.

  • updating of the financial plan on an annual basis to adjust to your changing circumstances, priorities, and life events.

 

Ideal for clients who:

  • are not self-directed investors.

  • feel that consolidation of their investments will aid in the organization of their financial life, reduce risk, and provide greater ease of management. 

  • do not feel that they have the time, knowledge, and discipline to manage their own assets. 

  • desire a partner who will put a plan in place, manage the direction of their assets, monitor the performance through quarterly reviews, and annually update their financial plan.