Keystone Venture Trust Inc.
Company Overview
Keystone Venture Trust Inc. (“Keystone”) is a global asset management firm founded on February 24, 2021, by veteran macro strategist Chadwick Ellison. The firm began in the European capital markets with a dedicated research hub in London, leveraging an international perspective and decades of industry experience to serve institutional investors and high-net-worth clients worldwide with multi-asset investment solutions.
Guided by its core philosophy of diversified growth, global integration, technology-driven decision-making, and sustainable investing, Keystone combines traditional financial expertise with cutting-edge technology to pursue its long-term mission of empowering global wealth through intelligent investing. Through rigorous risk management and dynamic strategy design, Keystone has successfully navigated multiple market cycles, steadily scaled its assets under management, and earned the trust and recognition of its clients.
Keystone has since redomiciled its primary corporate entity to the State of Colorado in the United States and established an operating hub in New York, one of the world’s leading financial centers. This strategic move marks a new phase of U.S.-led global expansion while reinforcing its competitive position in Europe and laying the groundwork for future growth into the Asia-Pacific and other emerging markets. Together, these developments reflect Keystone’s commitment and capability to serve a truly global client base.
Founder’s Story
Keystone’s Founder and Chief Executive Officer, Chadwick Ellison, is a highly respected investment professional with over 23 years of research and portfolio experience.
Dr. Ellison holds a Ph.D. in Finance from New York University. Early in his career, he served at leading Wall Street institutions, including Rodney Securities, where he specialized in macroeconomic research and multi-asset strategy. Following the 2008 global financial crisis, he was invited back to Canada to join the Toronto Stock Exchange (TSX) as a Senior Market Researcher, later serving as Director of Research and Chief Market Strategist. In this role, he led a top-tier research team supporting institutional investors worldwide.
Known for his sharp macro insight and disciplined risk management, Dr. Ellison has helped major institutions optimize asset allocation, hedge complex exposures, and navigate volatile market environments. His work in growth equity selection, contrarian strategies, and systematic risk control has earned him a reputation as an “architect of financial insight.”
In 2021, driven by his conviction in financial technology and inclusive investing, Dr. Ellison founded Keystone Venture Trust Inc. His goal: to embed his integrated framework—macro perspective plus quantitative technology—into a new-generation asset management platform. He envisions a firm that fuses global market intelligence with advanced technology, enabling more investors to access institutional-grade research and portfolio discipline, while promoting a more responsible and inclusive financial ecosystem.
Milestones
Since its inception, Keystone has advanced through a series of disciplined growth phases and strategic initiatives:
February 2021 – Keystone is incorporated in London, United Kingdom, focusing on diversified multi-asset strategies in the European market, with an initial emphasis on quantitative trading and fixed income research.
2022 – The firm builds the foundation of its AI-driven investment research platform, developing proprietary quantitative models. Keystone achieves early traction in the U.K. and EU markets and establishes its presence as a high-quality, research-led asset manager.
2023 – Keystone expands its core research and investment team, bringing in seasoned international professionals (see “Team Excellence” section). The firm broadens its product mix to include private equity and long/short strategies, laying the groundwork for entry into North America.
2024 – Keystone establishes its U.S. operating entity in Colorado, further aligning its governance, risk, and compliance framework with global best practices. The firm begins integrating its global operating architecture to support cross-border clients.
2025 – Keystone formally enters the U.S. financial market, opening its U.S. headquarters in New York and a branch office in Colorado, deepening its presence in the world’s largest capital market. In the same year, the firm launches the KNG Intelligent Trading System, a next-generation AI platform featuring real-time analytics, automated execution, and comprehensive risk management across nine core functional modules.
Also in 2025, Keystone establishes the Keystone Venture Trust Foundation, dedicated to education, financial empowerment, and community development. These milestones collectively mark significant progress in Keystone’s global expansion, fintech innovation, and corporate citizenship.
Products & Technology
As a multi-strategy, multi-asset investment management firm, Keystone offers a comprehensive suite of solutions designed to meet the needs of sophisticated individual and institutional clients:
Quantitative Trading
Leverages artificial intelligence and big data analytics to uncover market inefficiencies and systematic opportunities, targeting excess returns under a disciplined risk framework.
Fixed Income
Invests across global sovereign, corporate, and structured credit markets. Through professional duration, curve, and credit management, the firm seeks steady income while tightly controlling rate and credit risk.
Private Equity
Focuses on high-growth private companies with differentiated business models, partnering with entrepreneurs to create long-term value and capture equity appreciation.
Long/Short & Hedged Strategies
Utilizes paired long and short exposures to pursue absolute return targets across market cycles, seeking to reduce volatility and mitigate systemic risk.
ESG & Sustainable Portfolios
Integrates Environmental, Social, and Governance (ESG) factors into the investment process, constructing portfolios that align financial performance with sustainable impact.
Technology Edge
Technology is embedded across Keystone’s investment lifecycle.
The proprietary KNG Intelligent Trading System is the firm’s flagship AI-driven trading and risk management platform. It integrates machine learning models, real-time market surveillance, and automated execution across U.S. and global equities, digital assets, FX, commodities, and derivatives.
KNG’s nine core modules include: intelligent news and policy interpretation, institutional flow monitoring, cross-asset signal generation, strategy optimization engines, and multi-dimensional risk control dashboards. The system enables Keystone’s investment team and clients to:
Detect changing market regimes in real time;
Identify large-order and institutional flows;
Optimize strategies and executions automatically under pre-set risk constraints.
Functioning as a 24/7 virtual investment office and risk team, the KNG platform significantly enhances decision quality, execution efficiency, and risk oversight. By fully integrating big data analytics and automated tools into its process, Keystone maintains agility and discipline in complex markets and is positioned to deliver durable value for its clients.
Team Excellence
Keystone’s investment and research team is highly international, institutionally trained, and multi-disciplinary.
Core team members hold degrees from leading universities such as Harvard University, Columbia University, and the University of Chicago, and many are charterholders of CFA and CFP designations. The team combines expertise in macro strategy, quantitative research, wealth management, and behavioral finance.
Representative leadership profiles include:
Dr. Sterling Radcliffe, Chief Investment Strategist
Harvard-educated, with over 20 years of cross-asset investment experience. He has held senior macro and strategy roles at top global financial institutions and specializes in global asset allocation and risk budgeting.
Ms. Rowena Hartwell, Investment Manager
MBA from Columbia University, CFA and CFP charterholder, with more than 20 years in wealth management. She focuses on integrating ESG principles into customized portfolios for high-net-worth and family office clients.
Mr. Vaughn Merrow, Portfolio Manager
Graduate of the University of Chicago Booth School of Business and CFA charterholder. He specializes in behavioral finance and quantitative risk management, balancing performance and volatility across multi-strategy portfolios.
The team includes former decision-makers from global hedge funds, private banks, and institutional asset managers, as well as specialists in emerging markets and alternative assets. This combination of experience, perspectives, and technical depth enables Keystone to lead from top-down macro insight to bottom-up security selection, delivering differentiated investment intelligence and execution to its clients.
A culture of professionalism, agility, and collaboration ensures that Keystone can respond quickly to shifting market conditions and design forward-looking strategies in a complex global environment.
ESG & Social Impact
As a responsible financial institution, Keystone embeds ESG principles, financial inclusion, and stakeholder partnership into its culture and business practices.
Financial Inclusion
Keystone is committed to widening access to professional investment solutions. By leveraging digital platforms and innovative product design, the firm seeks to lower entry barriers, enhance transparency, and help a broader base of clients participate in global capital markets responsibly.
Client Co-Creation
Keystone actively involves clients in product design and community engagement. By listening to investor feedback and ideas, the firm refines its offerings and governance model to better align with real-world needs—ensuring that products are built with clients, not just for them.
“Finance for Good”
Keystone believes finance should serve a larger social purpose. In 2025, the firm established the Keystone Venture Trust Foundation, with a core focus on:
Education support and scholarships;
Financial literacy programs and workshops;
Entrepreneurship and community development funding for underserved groups.
Through these initiatives, the Foundation supports students, schools, and small businesses, helping improve financial capability and promote inclusive economic growth. Keystone views its commercial success and the well-being of the communities it serves as inherently linked, and incorporates this belief into both strategic and day-to-day decisions.
From inception, Keystone has prioritized strict compliance, fiduciary responsibility, and long-term value creation—aiming to achieve both strong financial outcomes and positive environmental and social impact.
Vision & Outlook
Looking ahead, Keystone has set a clear strategic vision: to become a globally recognized, technology-enabled, multi-asset management group that delivers sustainable value and trusted leadership.
Key pillars include:
Deepening Technology Leadership
Continued investment in AI, data infrastructure, and quantitative research to further enhance the KNG Intelligent Trading System—strengthening research productivity, execution quality, and enterprise risk management.
Accelerating Global Expansion
While consolidating its North American presence, Keystone plans to extend its footprint into high-growth regions such as the Asia-Pacific, partnering with leading local financial institutions and fintech innovators. The objective is to combine global best practices with local market insight, offering tailored yet globally integrated solutions.
Product Innovation & Diversification
Keystone will continue to expand its product architecture in line with client needs and market trends, including:
ESG and impact investing strategies;
Institutional-grade digital asset solutions;
Thematic and alternative investments in emerging sectors.
Throughout this evolution, Keystone remains anchored to its core principles of diversified development, global integration, technology empowerment, and sustainable investing. The firm is committed to robust compliance, disciplined risk management, and long-term partnership with clients.
Keystone’s leadership believes that by upholding professional excellence and ethical responsibility, the firm can not only achieve commercial success, but also set a higher standard of innovation, integrity, and impact in the global asset management industry—emerging as a trusted and forward-looking leader on the world stage.
Keystone Venture Trust Inc.
Website: www.kvtr.com
Email: Service@kvtr.com
Address: 5825 Delmonico Dr, Colorado Springs, Colorado 80919, USA
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