KEY INVESTMENT SERVICES LLC

Overview

Key Investment Services LLC is a broker-dealer and registered investment adviser that focuses on serving individual and family clients alongside institutional relationships. The firm provides portfolio management for individuals and small businesses and also acts in the selection of other advisers, signaling a reliance on third‑party managers and model solutions rather than a heavy in‑house proprietary product lineup. Fee billing is expressed as a percentage of AUM, and the firm identifies as an active ESG investor, which informs manager selection and fund choices across client accounts. The firm’s legal structure is a limited liability company formed in 2006. Its business activities and regulatory affiliations span broker‑dealer functions and related financial services, including relationships with banking, trust, and insurance entities. That breadth of affiliation supports multi-channel distribution of mutual funds and third‑party strategies, plus the capability to sponsor or participate in pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices