9000 Keystone Crossing, Suite 700
Indianapolis, IN 46240
VALUE STATEMENT
Investment strategies may fail when emotions dictate the investment process. Our disciplined, tactical approach helps remove the emotion, is easily explained and helps earn the trust of our clients.
APPROACH TO WEALTH MANAGEMENT
Our clientele qualifies for strategic portfolio management solutions, which we directly administer. We are committed to providing a clear momentum approach to investment management that is geared for all market conditions.
INVESTMENT PHILOSOPHY
Are you ready for the next market correction? Our strategy is managed with an objective of outperformance in up and down markets with the implementation of additional defensive tactics in down markets.
Keith has been a licensed, Financial Advisor for over 30 years. He graduated in 1980 from Indiana University School of Business with a Bachelor of Science degree in Finance and Economics. Keith is a member of the Thurston Springer Advisory Board. Keith is certified as an Accredited Investment Fiduciary® through the Center for Fiduciary Studies. The Center for Fiduciary Studies promulgates best practices and standards for fiduciaries. Keith and the JKS Investment Group provide the full range of financial services. As a fully-licensed, wealth management services team, they specialize in private portfolio management which includes a global tactical allocation strategy, earnings estimate revisions strategy and an option income strategy.
Keith has been a featured speaker for the annual BetterInvesting™ education forum for 15 years. He has also been a featured investment advisor commentator on Inside Indiana Business and WISH TV evening news. A life-long resident of Indianapolis, Keith is the proud parent of three children and three grandchildren. Along with Jenna, his wife and business partner, they enjoy tennis, skiing, running and spending time with their two large dogs. Keith currently serves on the advisory board of the Civic Theatre and the Alpha Tau Omega Housing Board.
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