Keith provides wealth management to high-net-worth individuals and institutions through a process that incorporates proprietary tactical asset allocation techniques designed to achieve diversification and manage risk. His holistic process takes into consideration each client’s complete financial picture to help them accomplish their goals. He puts the needs of his clients first when pursuing their long-term goals and objectives. Keith has more than 35 years of industry experience and a deep investment skillset with an emphasis on tactical asset allocation and global investing. As a Chartered Market Technician®, Keith applies a disciplined, systematic approach to market behavior and the la