Keitz Investment Management Ltd.

Overview

Keitz Investment Management Ltd. is a small, privately held corporate advisory firm owned by an individual. The firm serves both individual and family clients as well as institutional and business accounts, providing portfolio management services for individuals/small businesses and for businesses or institutions. Its fee arrangements include a percentage of assets under management and hourly charges. Keitz does not identify as an active ESG investor, is not multi-state registered, and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives