Event-Driven Asset Management for a New Market Cycle
We build discretionary portfolios around earnings, catalysts, and market dislocations—anchored by disciplined risk management.
About Keystone
Asset Management
Keystone Asset Management is an independent asset management firm dedicated to navigating complex market environments through event-driven strategies and disciplined risk management.
We believe that independence matters. Free from institutional constraints and conflicts, we focus exclusively on what's best for our clients. Our investment philosophy centers on identifying and capitalizing on market catalysts—earnings releases, corporate actions, macro events, and market dislocations—while maintaining rigorous risk controls.
Every decision we make is backed by comprehensive research, quantitative analysis, and real-time data. We combine the agility of an independent firm with the sophistication of institutional-grade processes, delivering transparent, client-focused asset management designed for long-term compounding.
Our commitment is simple: align our interests with yours, manage risk with discipline, and pursue consistent growth through all market cycles.
Strategy Overview
Our event-driven approach combines rigorous research, disciplined risk management, and tactical execution to navigate market opportunities.
Earnings & Event Trading
Capitalizing on earnings announcements, company-specific catalysts, and market-moving events with precision timing.
Risk Management Framework
Institutional-grade risk controls with dynamic position sizing and multi-layered hedging strategies.
Quantitative Research
Data-driven analysis combining fundamental research with proprietary quantitative models and market signals.
Long-Term Compounding
Patient capital approach focused on consistent returns and sustainable growth over market cycles.
Data-Driven Decisions
Our investment decisions are anchored by comprehensive data analysis, proprietary research, and real-time market monitoring.
Illustrative breakdown showing how different strategy components contribute to portfolio performance. Charts are examples only and do not represent actual client returns.
Disclaimer: All charts and attributions are illustrative examples only and do not represent actual client portfolios or guaranteed performance. Past performance does not indicate future results.
Tailored Investment Profiles
Allocation profiles are illustrative examples for different risk levels and investment objectives. Not actual client portfolios.
Strategy Explorer
Select a risk profile to view sample allocation strategies
Balanced Profile
Moderate risk profile balancing growth opportunities with downside protection and diversified event-driven strategies.
Why Keystone
We combine independence, transparency, and institutional-grade processes to deliver client-focused asset management.
Independent Fiduciary
We act solely in our clients' best interests with no conflicts or third-party pressures.
Transparent Reporting
Regular, detailed reporting with clear explanations of positions, risks, and performance.
Institutional-Style Risk Management
Sophisticated risk controls typically reserved for large institutions, applied at every level.
Research-First Process
Every decision is backed by rigorous analysis, data validation, and disciplined execution.
Our Process
A systematic, client-focused approach from initial consultation through ongoing portfolio management.
Discovery
Comprehensive assessment of your goals, risk tolerance, and investment timeline.
Strategy Design
Custom strategy tailored to your objectives with clear risk parameters and targets.
Implementation
Disciplined execution with careful attention to timing, liquidity, and market conditions.
Monitoring & Risk
Continuous oversight with real-time risk management and tactical adjustments.
Get Started
Schedule a consultation to discuss how our event-driven strategies can work for your portfolio.
Phone
+1 (669) 210-2954Location
2951 Kinwest Pkwy
Irving, Texas
Request a Consultation
Fill out the form below and we'll get back to you within 24 hours.