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About The Keller Group Investment Management, Inc. |
| The Keller Group Investment Management, Inc. is an independent wealth management firm that provides investment advisory and financial planning services. Established in 1990, we currently manage over $1 billion for select individuals, trusts, pension plans, foundations and corporations. Because we do not receive commissions, we can provide the unbiased and objective financial advice that you are looking for. Through our wealth management process, you will benefit from a personally designed portfolio that is tailored to meet your specific needs. Your relationship with our team of professionals will give you the confidence of knowing that your financial affairs are given the attention they deserve. |
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General Information |
| Years of Experience in Financial Services: |
16
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Education |
| Academic Background |
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| Bachelor of Accountancy - University of San Diego (1996) |
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Services |
| Investment Types: |
Bonds, Stocks, Annuities, Alternative Investments, Options, Stocks Mutual Funds, Bond Mutual Funds, International Investments, Real Estate
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Insurance License (Life & Health; Long Term Care; Specify below)
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Firm Information |
| Assets Managed by Firm: |
Yes
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Compensation and Fees |
| Additional Details on Charges: |
The Keller Group is a fee-only advisor. We charge based on assets under management or an hourly/project-based amount.
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