Precision Portfolios. Built by Experience. Powered by AI.
Low Cost. Low Friction. Tailored to You.
At Keel Wealth Management, we don’t believe in one-size-fits-all. Every client’s portfolio is custom-built — designed around your goals, your risk tolerance, your tax situation, and your timeline. We don’t slot you into a model and move on. We construct a portfolio that fits your life.
And we do it at a fraction of what most firms charge. No bloated fund-of-fund structures. No unnecessary layers of fees. Just clean, efficient, precision-built portfolios that put more of your money to work.
AI and AI Agents at the Core
We’ve integrated artificial intelligence and autonomous AI agents into every stage of our investment process — not as a marketing buzzword, but as the engine that drives better outcomes for our clients.
Research — Our AI agents continuously scan thousands of data sources — earnings reports, macroeconomic indicators, sector trends, credit ratings, geopolitical developments — synthesizing information at a speed and scale no human team can match. We see opportunities and risks earlier, and we see them more clearly.
Portfolio Modeling — We use AI-driven models to stress-test portfolios against historical scenarios and forward-looking projections. Before we make a move, we’ve already modeled how it plays out across dozens of market conditions — interest rate shifts, inflation spikes, credit events, sector rotations. The result is a portfolio built with conviction, not guesswork.
Portfolio Construction — Every portfolio is assembled with precision. AI helps us optimize asset allocation, minimize overlap, control for factor exposure, and ensure diversification isn’t just a talking point — it’s engineered into the structure. Your portfolio is built to perform across cycles, not just in the good times.
Tax Loss Strategies — Our AI agents monitor your portfolio daily for tax loss harvesting opportunities — identifying positions where realizing a loss can offset gains elsewhere, reduce your tax burden, and improve your after-tax returns. This isn’t something we do once a year in December. It runs continuously, capturing value that most advisors leave on the table.
Equity Trading Opportunities — AI-powered screening identifies mispriced equities, momentum shifts, earnings surprises, and technical signals across the entire market. We filter these through our experience-driven investment lens to surface opportunities that align with your portfolio’s objectives and risk parameters.
Fixed Income Opportunities — In the bond market, where pricing is less transparent and opportunities are harder to find, our AI agents scan inventory across dealers and platforms to discover attractive yields, credit spreads, and duration plays. Whether it’s municipal bonds, corporates, or treasuries, we find the best available execution for your fixed income allocation.
The Human Edge
AI does the heavy lifting. But every decision runs through Scott Zodin — four decades of experience reading markets, managing risk, and protecting client wealth. AI can identify a pattern. Experience knows when to trust it and when to override it. That combination is what makes KWM different.
We don’t automate your wealth management. We augment it — with technology that makes us faster, sharper, and more precise, and with human judgment that keeps your interests at the center of every decision.
The KWM Advantage
Tailored — No model portfolios. Every allocation is built specifically for you.
Low cost — Fees as much as two-thirds less than the competition. More of your money stays invested.
Low friction — AI-driven execution means faster rebalancing, smarter tax harvesting, and fewer missed opportunities.
Transparent — You see exactly what you own, what it costs, and why it’s in your portfolio.
Ready to see what a precision-built portfolio looks like? Contact Scott Zodin at scott@keelwealth.com or call (512) 368-4593.
