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Kraft Asset Management, LLC (KAM) serves as a registered investment advisor to individuals, retirement plans, businesses, trusts, partnerships, estates, and non-profit organizations. An affiliate of KraftCPAs, KAM offers fee-only investment advisory services to assist clients in reaching their financial goals.
A focused investment approach
Our conservative investment approach is based on on-going academic research by a number of the world's leading financial economists. Using passively managed asset class, mutual funds and fixed income strategies, we can help you develop and implement a disciplined, long-term investment strategy that is sound, sensible and cost-effective.
Access to institutional investment opportunities
KAM works with professionals who are respected leaders in structuring investment funds for institutional investors, including Buckingham Asset Management, Dimensional Fund Advisors and TIAA-CREF. These firms provide our clients with access to high-quality, institutional mutual funds not typically available to individual investors.
Periodic rebalancing
KAM uses the investment principal of rebalancing to adjust the allocation of assets within your portfolio, taking advantage of both positive and negative market fluctuations. Periodic rebalancing helps manage risk and may enhance returns over time.
Adding value to bond portfolios
KAM's clients can compete equally with institutional bond investors through wholesale pricing and access to a greater selection of bonds than offered by many brokers.
Fee-only investment management
Because we charge an annual fee for services based on portfolio value rather than commissions to buy and sell), you will receive completely independent, objective investment advice. |
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Stephen High, CPA, JD, PFS
