Keychain Asset Management

Overview

Keychain Asset Management is an independent, Oregon-registered advisory firm organized as a corporation and owned by an individual. The firm caters to individual and family clients, offering financial planning alongside portfolio management for both personal and small-business or institutional accounts. Its advisory scope also includes publishing periodic investment commentary or newsletters. Fee arrangements are flexible and include asset-based charges, hourly fees, and fixed-price engagements. The firm does not market itself as a capital allocator and is not positioned as a multi-state or pension consultant advisor. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices