Welcome to
Keenan Investment
A full service Investment Advisory Firm
Whatever your financial planning needs might be, for family, for estate, for business or more, count on Keenan Investment Management to execute and deliver.
Specializing In:
- Financial Advice
- Risk Management
- Asset Allocation
- Wealth Management
- Tax Planning
- Retirement Planning
- Estate Planning
As one of the nation’s leading independent investment management firms, we specialize in serving individuals seeking the comfort and satisfaction that comes from entrusting their assets to professionals with a shared stake in their future. That’s because Keenan Investment Management is not influenced by interests that may compete or conflict with what’s best for you. We are a fee-only firm, and our one goal is to help plan your financial future with reason, intelligence and objectivity – all to try and ensure that your goals will be reached in the right time. We concentrate at growing and preserving your assets by working with the very best money managers in the country.
This is service at its individualized best – and service that always draws a sharp focus on filling your needs, meeting your goals. Our job is to work with you closely, to devise a plan that makes maximum sense – for today as well as for tomorrow. The net result is one simple, yet comprehensive, blueprint to get you where you want to be. We apply all of our skills and experience toward this end, and we organize every effort to achieve it. That’s why each member of Keenan Investment Management is part of an integral system, working individually and together to cover all of your investment management needs. Keenan Investment Management. Our greatest success is helping to maximize your success.
In conjunction with the investment advisory services we provide access to investment management resources via our relationship with with Lockwood Advisors which is wholly owned by Bank of New York / Mellon Bank and affiliated with Pershing LLC.