Client Login:


Envestnet Asset Management, Inc.

Envestnet is the premiere choice for Keel Asset Management clients because it is the world’s largest, technologically advanced investment platform for independent fee-based advisors. We utilize their services to provide the following benefits to our clients:

  • Customizable platforms to access leading Portfolio Managers
  • Provide investment management expertise
  • Construction and implementation of effective investment portfolios
  • Provide online reporting and account access

Current clients can access their account here.


Pershing, LLC

Keel Asset Management maintains a custodial relationship with Pershing, LLC (Bank of New York), a licensed broker/dealer (member FINRA/SIPC), through their division Pershing Advisor Solution, LLC for investment advisors.

As a leading provider of asset management and investment technology solutions, Pershing offers on-line services for account administration and operational support.


We are not a subsidiary of, or affiliated with Pershing or Envestnet in any manner. We have sole responsibility for investment advice provided. Advisory services are provided separately and independently of these companies.


Research Information

Download the latest financial industry and investment white papers and documents here.