Keating Wealth Management Embraces a Distinctive Philosophy for Investment Counseling

• Recognition that investor behavior—not investment performance—actually drives the financial outcome that most investors experience
• Innovative firm pledges to provide comprehensive planning, perspective and coaching to its clients to ensure that they can achieve their financial goals with confidence

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)-- Keating Wealth Management, LLC, a fee-only investment adviser that provides investment counsel to affluent individual investors and their families, is now open for business and accepting clients who seek advice, delivered with clarity and simplicity, to help achieve their financial goals. With offices in the Denver suburb of Greenwood Village, Colo., Keating Wealth Management began operations in the fourth quarter of 2015, and is owned by Timothy J. Keating.

Unlike many financial advisory firms whose practices are built on the sand castles of tactical timing and selection to justify their fees, Keating’s investment management philosophy recognizes rational investor behavior—and its roles as behavior coaches—as the dominant driver of superior lifetime returns, which provides the peace of mind to its clients to ensure that they can achieve their financial goals with confidence.

The Investor’s Chief Problem is Likely to Be Himself

Benjamin Graham, the father of modern security analysis, stated nearly a century ago that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” This insight is as true today as it was then. With the explosion of financial news in all forms of media over the past two decades, it is now more difficult than ever to find actionable wisdom amid the chaos.

Mr. Keating sums up the problem for most investors and how Keating Wealth Management can help: “The real risk for equity investors is not volatility per se; it’s their own emotional response to volatility. All of us have an innate tendency to interpret large temporary declines in the market as the beginning of the end. And when we panic, we flee. Investor behavior—not investment performance—actually drives the financial outcomes that most investors experience. We believe that our primary value to our clients is as a behavioral coach.”

The firm seeks to establish a nationwide network of investment counselors whose unifying belief is the primacy of behavior modification as the critical variable in client outcomes. In addition to organic business development, Keating Wealth Management seeks to grow through acquisition and recruitment of like-minded investment advisory firms and financial advisers, respectively.

Value Proposition

Keating Wealth Management is a fee-only investment adviser that typically charges a fee of 1% of the assets under management on an annual basis. In exchange, the firm provides behavioral coaching, retirement income planning, portfolio construction, monitoring, reporting and high-touch service.

The firm believes that all clients will receive quantifiable benefits that are a multiple of the fee in terms of improved investment returns, mistake avoidance, and measurable savings of time, energy and worry compared to what they might achieve or do on their own.

Download the Keating Wealth Management Value Proposition brochure.

Leadership

Mr. Keating has a 30-year history in professional investing, including the management of three separate funds as principal owner of Keating Investments, LLC, which he founded in 1997. He previously was affiliated with Bear Stearns, Nomura, and Kidder Peabody both in New York and London. He is a 1985 cum laude graduate of Harvard College, earning an A.B. in economics, and is a well-known author of white papers on various topics related to the capital markets. Keating has been widely quoted and interviewed by the national media.

Stephanie A. Keating, who began her career in 1987 in the liaison office between the president and his cabinet in the Reagan White House, is also a graduate of Harvard College, with an A.B. in government. She is the marketing director for the new firm, and was previously marketing consultant for Keating Investments.

Long-Term Horizons and Staying the Course

Despite time horizons that are typically either multi-decade or multi-generational, the majority of investors today are inappropriately concerned about short-term movements in the market to their own detriment, according to Keating, who notes that it is vital to develop and maintain a long-term philosophy in order to assure that “your money will outlive you.”

The stock market has historically offered stellar long-term returns—two to three times higher than those of bonds (after adjusting for inflation). The reason stocks offer superior long-term returns is precisely because it is impossible to forecast what they will do in the short run, notes Keating. The price of admission to earn these high long-term returns is volatility, he adds.

Keating acknowledges that “humans are not wired” emotionally to be comfortable with extreme market volatility, and he affirms that part of his firm’s behavioral counseling is the effort to calm client fears during bumpy periods in order to stay the course and ride out the rough spots.

Unwavering Commitment to a Proven Investment Philosophy

Unlike the vast majority of financial advisers, Keating Wealth Management does not engage in economic forecasting, market timing, or investment counseling based on an aspiration to outperform the market. The firm’s philosophy is that a sound investment plan has nothing to do with current events but is instead grounded in a handful of timeless, bedrock principles, including: diversifying broadly, minimizing taxes and investment costs, and adopting a long-term horizon.

This unwavering commitment to a philosophy and kind of investment behavior that is uncommon in today’s wealth management field is what distinguishes Keating Wealth Management from other firms.

For additional information about Keating Wealth Management (www.keatingwealth.com) or to schedule an appointment, call (720) 408-5250 or email [email protected]. The company is located at 5251 DTC Parkway, Suite 200, Greenwood Village, CO 80111.

View source version on businesswire.com: http://www.businesswire.com/news/home/20160104005139/en/

Keating Wealth Management, LLC
Stephanie A. Keating
Marketing Director
[email protected]
(720) 408-5258

Source: Keating Wealth Management, LLC

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