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

 

OUR PROCESS

Cultivating Trusting Relationships

While Producing Lasting Investment Results

At Keen Capital, we believe that everyone deserves solid, objective planning and investment management in an atmosphere of trust and transparency.  Our unique 'fee only' approach means that compensation is not tied to any commission-based product or service.  This high level of flexibility and customization provides the needed transparency often lacking in this critical profession.  

 

We pride ourselves on providing best-fit customized solutions whether they reside conveniently on our custodial investment platform or outside of it.  We believe that investment management is an integral subset of comprehensive wealth management rather than the inverse which is often the case.

Our Investment Philosophy

  • Strategic asset allocation with a tactical lean

  • A commitment to broadly diversified portfolios

  • Strong adherence to Nobel Prize Winning research

  • Use of low-cost investments

Traditional & Alternative

Asset Classes Utilized

  • Equities

  • Bonds

  • Direct Real Estate

  • Private Equity

  • Private Debt

  • Fixed Investments

Wherever You Are In Life,

We Provide a Solid Plan

Let us help you assess your personal financial situation and determine the best, most cost-effective strategy that addresses your nagging concerns.  You'll find yourself better off after consulting with professionals who have the knowledge and expertise to develop the right plan with you. 

Providing a Unique Approach 

with a Big Picture Point-of-view

We take pride in our approach of looking at each client with a wide lens rather than a narrow scope.  In order to serve our clients completely, we consider the big picture when determining the best financial outcome overall.  Because most people don't realize the importance of using such a broad point-of-view when outlining their own financial path, our experienced professionals help them to realize the benefits of a plan that is all encompassing. This unique insight fosters an understanding of the importance of being proactive in mobilizing entire wealth through the management of investments.  

By going the extra mile to look beyond the typical avenues for investing, we also consider the most innovative and creative investment opportunities that are relevant today and which will be sustainable for the days ahead.  As a result, we develop more diversified portfolios that generate growth and longevity.  This is especially important for those clients who are already well-funded for retirement and seek alternative investments to achieve long-term goals.  This kind of thinking ensures that no stone is left unturned in an atmosphere that is constantly in motion.

Blue Printing Your Future

For Some Peace of Mind Today  

We employ a disciplined approach to managing investments that is grounded in low cost investing, tax efficiency, and diversification.  Our Investment Management includes:​​

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

  • discretionary and/or non-discretionary investment management.

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

  • 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 institutions (401k/403b, brokerage accounts, mutual funds, etc.) 

  • periodic reviews to monitor your investment plan including performance reviews, rebalancing, and reallocation.

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