We Invest Right Alongside You.
If We Wouldn’t Own It, We Won’t Recommend It
There’s a simple test we apply to every investment decision we make on your behalf: would we put our own money here? If the answer is no, it doesn’t go in your portfolio. Full stop.
This isn’t a talking point. It’s how we actually operate. Scott Zodin’s personal capital is invested using the same strategies, the same research, and the same conviction that drives every client portfolio at Keel Wealth Management. When markets drop, we feel it. When they rise, we benefit — right alongside you.
Why This Matters
At many firms, the people giving advice aren’t investing the same way they’re telling you to invest. Portfolio managers recommend funds they’d never buy personally. Advisors push products because they pay well, not because they perform well. The people making decisions about your money have no personal stake in those decisions.
That disconnect is dangerous. When your advisor has nothing on the line, the incentive to be rigorous, to be skeptical, to do the hard work of real due diligence — it weakens. Recommendations become easier to make when you don’t have to live with the consequences.
At KWM, we live with the consequences of every decision. That’s not a burden. It’s a discipline we welcome, because it makes us sharper, more careful, and more accountable.
Alignment You Can Trust
Same strategies. The investment approach we use for your portfolio is the same one we use for ours. Same equity selection process. Same fixed income framework. Same risk management discipline. We don’t have a “house strategy” for clients and a different one for ourselves.
Same conviction. When we add a position to your portfolio, it’s because our research — powered by AI and refined by four decades of experience — tells us it belongs there. We believe in it enough to own it ourselves.
Same exposure. We don’t hedge our personal portfolios against the advice we give you. When we’re bullish for you, we’re bullish for ourselves. When we’re cautious, that caution applies to our own capital too. Our interests don’t just align with yours — they’re identical.
The Ultimate Accountability
When your advisor eats what they cook, everything changes. The research goes deeper. The due diligence gets more rigorous. The conviction behind every recommendation is real — not theoretical, not academic, but backed by personal capital and personal commitment.
We don’t ask you to trust our judgment blindly. We ask you to trust it knowing that we’ve put our own money where our mouth is. Every day. In every market. Through every cycle.
That’s not a marketing claim. It’s a promise — and it’s one we’ve been keeping for over forty years.
Want an advisor who invests alongside you? Contact Scott Zodin at scott@keelwealth.com or call (512) 368-4593.
