Keystone Financial Services
Keystone Financial Services is a registered investment adviser firm headquartered in Loveland, Colorado. Founded in 2013, the firm offers financial planning and investment management services to individuals and high net worth clients with managed assets now totaling over $300 million. The team consists of a small group of experienced financial professionals, and the firm prioritizes personalized service for households and small businesses seeking long-term growth and financial security.
Investment Strategy
Keystone Financial Services primarily serves individuals and high net worth clients, tailoring discretionary portfolios to each investor's goals and risk tolerance. The firm invests across equities, fixed income, and select ETFs, with an emphasis on diversification and long-term growth. Portfolio construction is guided by modern financial planning principles, regular rebalancing, and a focus on broad market holdings, including blue-chip stocks and sector ETFs. Strategies are adjusted according to market outlook and individual client objectives.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSB | ISHARES TR | 8.83% | $25.9M | 561,310 | $47.79 | $46.23 | +$304.3K |
I IVV | ISHARES TR | 8.11% | $23.8M | 38,382 | $461.42 | $620.90 | -$17.2M |
Q QUAL | ISHARES TR | 8.01% | $23.6M | 128,858 | $140.62 | $182.82 | +$2.5M |
E EFV | ISHARES TR | 7.44% | $21.9M | 344,429 | $57.73 | $63.48 | +$9.8M |
I IVW | ISHARES TR | 6.85% | $20.1M | 182,819 | $85.46 | $110.10 | +$542.4K |