OUR SERVICES

Investment Management

Customized Investment Strategies

Full Spectrum Investment Platform

Non-Traditional Investment Expertise

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Retirement Planning

Retirement Income Strategies

Retirement Investing

Tax Optimization Strategies

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Executive Compensation

Equity Award & Deferred Comp Utilization

Tax & Cash Flow Coordination

Investment & Tax Deferral Integration

 

Tax Planning

Cash Flow Analysis

Proactive Tax Planning

Niche Tax Strategies

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Estate Planning

Wills/Power of Attorney/Health Care Directive

Gifting Strategies/Philanthropic

Estate Tax & Asset Protection

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Insurance Analysis

Annuities

Life Insurance

Health/Disability/Long-Term Care/Liability

Integrated Wealth Management - Adding Alpha

Keen Capital's integrated wealth management process, of which investment management is an important component, adds a significant amount of quantitative and qualitative economic benefit (Alpha) for our clients. 

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The Complete Financial Picture

Keen Capital works with your other financial professionals and providers to coordinate your wealth

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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.

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