Patty Kuhar

TW Advisors utilizes a Research Factor based approach, a rules-based, quantitative, active and disciplined approach designed to exploit persistent market anomalies. The TW Factor approach uses low-cost stocks and ETFs in a diversified portfolio that aims to deliver better risk adjusted returns than tradition market indexes.

Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives.