Keystone Asset Management, Inc.

Keystone Asset Management, Inc. is a financial advisory firm based in McLean, VA, established in 2023. The firm specializes in providing investment supervisory services, individual portfolio management, and financial planning. They offer continuous advice tailored to clients' needs, goals, risk tolerance, and liquidity requirements. Clients can have their accounts managed on a discretionary or non-discretionary basis, with a minimum account size requirement of $500,000 for portfolio management services. Fees for investment supervisory services and individual portfolio management are charged as a percentage of assets under management, with a tiered fee structure. The firm may negotiate fees on a client-by-client basis. Keystone Asset Management, Inc. does not charge performance-based fees and provides services to individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. The firm's investment strategies include fundamental and technical analysis, asset allocation, and mutual fund/ETF analysis. They focus on long-term purchases, short-term purchases, and trading strategies. Keystone Asset Management, Inc. acts as a fiduciary, putting clients' interests first. Clients have the option to vote on proxies themselves or delegate this responsibility to the firm. For more information, clients can visit the firm's website at www.keyami.com or contact Donna J Patterson, the President, at 1-703-734-3400 or [email protected].