KIA Advantage

Kraematon Investment Advisors’ Advantage

  • Investment Philosophy:  We invest in a combination of mutual funds and individual stocks and bonds and over-weight themes that we believe will outperform based on the current market conditions.
  • Knowledge:  Principals providing investment advice hold either the Chartered Financial Analyst (CFA) or the Certified Financial PlannerTM certification.
  • Integrity:   Each of our staff is trained according to the highest standards and principles and committed to high ethics and integrity.
  • Customer Service:   Care is given to provide personal attention to each investor and to ensure complete understanding of your investment goals.  We conduct periodic portfolio reviews and maintain ongoing communication to keep each client informed and involved in the investment process.