Live Your Life

“You want trusted and objective advice and expertise, and to know what you own, why you own it, and how it all fits into a plan that helps you achieve financial security.    I come from four generations of investment professionals, and over my 20-plus years in this business, I have learned that successful investing results from a combination of patience, discipline, and good judgment – that investing is not gambling – and that those who are in it for the long term will succeed.  Let my team partner with you to help make your dreams a reality.”

-Sherilyn Ketchen
 

Integrity, Honesty, and Transparency are the hallmarks of our practice.

At Ketchen Asset Management, we have experience in working with well-established families that have diverse and complex needs.  Those with substantial family wealth benefit from our tact and discipline when managing their financial affairs.  Our fully-integrated program is designed to analyze and manage all facets of your net worth, including crafting a bespoke portfolio which takes into account your unique circumstances, objectives, risk profile and time horizon.  This is the best way we know how to help you achieve success in investing: we protect and build your capital by focusing on long-term return without taking on excessive risk.

Our team of dedicated professionals applies our particular strengths to work alongside family offices, foundations, and trusts to deliver a seamless advisory experience.  Whether dealing with legacy positions, complex tax considerations or philanthropic aspirations, we work to ensure a successful outcome for your goals and objectives.  We strive for an exceptional client experience, backed by the strength of RBC and its wealth of professionals and services.

Sherilyn Ketchen

Portfolio Manager & Investment Advisor

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