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, our investment management philosophy recognizes rational investor behavior—and our roles as behavior coaches—as the dominant driver of superior lifetime returns, which provides the peace of mind to our clients to ensure that they can achieve their financial goals with confidence.
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.
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.
Our 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. See our related press release for additional information and detail.