Mars Hill Network’s Dan Dunn had an opportunity to talk with David and Aimee Keim with Keim Asset Management.
Dan: David and Aimee Keim, they have a business called Keim Asset Management. They are sponsors here on the Mars Hill Network.
David & Aimee: Thank you.
Dan: Give us an overview of what primary services you provide there at Keim Asset Management.
David: Well, we are a full-service financial services firm. Our goal is to help clients achieve and preserve their financial independence. This is carried out through asset management, planning of all types and advice. In a given year we will literally, on top of the formal planning, get questions on everything from A-Z. This is all part of the process of helping people reach their goals.
Dan: There is much more awareness of financial management then there used to be years ago.
David: I think there is and I think one of the biggest reasons is that most companies no longer provide retirement plans; (the old style pensions that people were used to for many, many decades – you worked at one company your whole life and then you receive a lifetime retirement income from them). Those plans are very rare now. Probably everyone that you and I know, with a few exceptions, have the 401K plan. The saving for your retirement has been pushed totally down on to the family level, that means the whole family has to understand the process of saving for the long term, and budgeting for retirement. The fact is that now a days, they are going to be responsible for a significant portion of their retirement security.
“Commit your works to the Lord, and your plans will be established.” Proverbs 16:3
Dan: How long have you been doing this?
David: It has been about 30 years.
Dan: I know you are both believers in the Lord Jesus Christ. You are both Christians. How did the Lord lead you into becoming an independent asset management service?
David: I was saved in January 1972, Aimee, a year later in 1973 and we were married in September 1974. So, a short time later with starting a family, I went back to school and was in night school for 6 years and got my business degree from Syracuse University. From there, and I want to stress praying along the way for Lord’s guidance, we felt that the Lord was leading us into the field of finance. “The mind of man plans his way, but the Lord directs his steps.” Proverbs 16:9 As the industry was evolving and I was leaning much more toward the asset management side we decided it was time to go independent and start Keim Asset Management. That was in February of 2005, so we have been independent for the last 12 years.
Dan: You know, the bible has a lot to say about money and I think sometimes, more than people really realize, what we have is belonging to God and we’re the manager of that.
Aimee: Absolutely, we totally agree with that. In fact, David and I both carefully and prayerfully address anything that we do here at Keim Asset. Even if our client is not a believer and they are investing with us or coming to us for advice or help we still need to be totally answerable to the Lord for our integrity and care. Our true care for that person and the wellbeing of their family – this is their family’s livelihood. We don’t take that lightly at all.
“A good name is to be more desired than great riches, favor is better than silver or gold.” Proverbs 22:1
David: We do help people. Like I said before, we get questions on everything from A-Z and a lot of those questions aren’t just financial in nature or directly related to the managing of their portfolio.
Dan: If someone is listening today, or reading this, and they want to find out more about Keim Asset Management, how would they go about doing that?
David: I think the best way is our website: keimassetmanagement.com. It is very easy to use and a lot of the areas that we work in every day are covered on the website. Reviewing it would give a person an idea of what they could expect if they worked with us and the type of value we could add.
Dan: Well, thank you both, David and Aimee, thanks for your faithfulness in what the Lord has called you to do. Thanks for sharing with us today. We appreciate it.
Aimee: Oh, you’re welcome, thank you.
David: Thank you very much, Dan.
About Keim Asset Management, LLC
Keim Asset Management, LLC has been providing individuals and organizations with financial guidance since 2005. Located at 7000 E. Genesee Street, Fayetteville, NY, 13066, ph (315) 701-5750. For more information, please visit www.keimassetmanagement.com. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Keim Asset Management LLC.