Keynote Financial Services LLC
Keynote Financial Services LLC is an SEC-registered investment advisory firm headquartered in Vernon, Connecticut. The firm manages over $130 million in assets and employs 2 people, both in investor roles. Keynote serves nearly 500 accounts, primarily individuals and high-net-worth individuals, as well as a small number of pension plans and charitable organizations. Incorporated in Connecticut, it operates as a private and independent financial advisory and investment management company for U.S.-based clients.
Investment Strategy
Keynote Financial Services LLC focuses on portfolio management tailored for individuals and high-net-worth investors. The firm manages assets on a fully discretionary basis, investing primarily in publicly traded U.S. equities. Their quarterly 13F filings reveal a heavy allocation to large-cap stocks such as Apple (AAPL), AbbVie (ABBV), Microsoft (MSFT), and Berkshire Hathaway (BRK.B). Keynote's philosophy centers on long-term capital appreciation through diversified equity investments, risk management, and customized client solutions.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.57% | $8.3M | 40,356 | $170.03 | $205.17 | -$734.8K |
A ABBV | ABBVIE INC | 5.10% | $7.6M | 40,880 | $180.69 | $185.62 | -$947.0K |
M MSFT | MICROSOFT CORP | 3.44% | $5.1M | 10,278 | $425.35 | $497.41 | +$1.2M |
B BRK-B | BERKSHIRE HATHAWAY INC. | 3.09% | $4.6M | 9,452 | $443.68 | $485.77 | +$591.3K |
R RTX | RTX CORP | 2.94% | $4.4M | 29,919 | $97.76 | $146.02 | +$351.1K |