Keating Investment Counselors Inc.
Keating Investment Counselors, Inc. is a registered investment adviser headquartered in Delray Beach, Florida. Founded in 1983, the firm provides portfolio management and investment advisory services to individuals and small businesses. As of its most recent filings, it staffs a small team (reportedly between 1 and 7 employees) and serves over 150 clients. Keating focuses on disciplined investment management to meet the financial goals of its clients, primarily in Florida with potential advisory reach elsewhere.
Investment Strategy
Keating Investment Counselors specializes in portfolio management for individuals and small businesses, managing diversified portfolios tailored to each client's financial needs. The firm's approach emphasizes long-term growth, risk management, and careful asset allocation to help clients accumulate and preserve wealth over time. Asset management is personalized and delivered by a small team of financial advisors, with an average client size exceeding $2 million, reflecting a focus on customized, high-touch portfolio management.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S STIP | iShares 0-5 year TIPS Bond ETF | 17.42% | $57.7M | 560,198 | $99.17 | $102.91 | +$5.4M |
B BIL | SPDR Bloomberg 1-3 Month T-Bil | 7.78% | $25.7M | 280,565 | $91.45 | $91.73 | +$910.4K |
A AEM | Agnico Eagle Mines Limited | 3.92% | $13.0M | 109,016 | $51.58 | $118.93 | +$850.0K |
B B | Barrick Mining Corporation | 3.27% | $10.8M | 519,436 | $20.82 | $20.82 | +$10.8M |
V VOD | Vodafone Group PLC New-SP ADR | 2.43% | $8.0M | 753,784 | $9.34 | $10.66 | +$900.9K |