About

Exceeding expectations. That's how we do business.



KeyState was founded in 1991 to provide investment subsidiary services to corporations and community banks. KeyState has since developed services and expertise to meet the growing needs of our financial institution and corporate clients. The KeyState Companies provide banks and corporations with solutions in the areas of investments, treasury, regulatory compliance, corporate governance, and risk management. We work hand-in-hand with your tax, legal, and accounting/audit advisors to provide efficient solutions.

Over our 24 year history we have become well known for our niche of serving financial institutions.  KeyState's team of professionals has extensive and varied experience as fixed income portfolio investment officers, coming from an array of backgrounds in community/regional banking and capital markets. KeyState has developed best practices in asset liability management, portfolio management, investment subsidiary services, captive management, and portfolio credit analysis.

KeyState was built on a foundation of superior service.  Every day we pledge to exceed expectations, ensuring this as an earnest philosophy, not just a slogan. Our team of professionals is dedicated to responding to your needs, delivering service as promised, anticipating and resolving problems, and offering solutions.

We hope to have the opportunity to work with you.

Monte Miller, Founder & Executive Chairman

Josh Miller, Chief Executive Officer