Keidan Financial Consultants LLC

Keidan Financial Consultants, LLC is an Ohio limited liability company established in 1999 by President Robert S. Keidan, who has been in the Investment Advisory business since 1983. The firm specializes in providing investment supervisory services to individuals, pension plans, and trusts, offering both discretionary and non-discretionary investment management services. Keidan Financial's investment choices primarily include open-end mutual funds, exchange-traded funds, and corporate and government bonds. Clients have the option to exclude certain asset categories or instruct the firm on specific stock positions or funds. The firm's Wealth Management Platform – Advisor Managed Portfolios Program provides comprehensive investment management services, including risk tolerance assessment, fund profiling, and portfolio optimization. Keidan Financial also offers financial planning services covering areas such as retirement planning, insurance needs analysis, and tax planning. For investment discretion, clients can grant a limited power of attorney to the firm for trading activity in their accounts. Keidan Financial does not participate in wrap fee programs and charges management fees based on a percentage of assets under management. The firm does not charge performance-based fees and acts in the best interests of clients as a fiduciary. Keidan Financial recommends establishing brokerage accounts with Osaic Wealth, Inc. for custody and brokerage services. The firm does not engage in soft dollar arrangements and provides periodic reviews of client accounts, with account statements sent at least quarterly. Keidan Financial does not take discretion with respect to voting proxies on behalf of clients and does not have any financial conditions impairing its ability to meet commitments to clients.