Our Investment Philosophy

Our investment philosophy is based on a long-term disciplined investment approach. We base all of our recommendations on a careful assessment of each client’s unique situation, needs, and objectives. KIA first identifies the appropriate asset allocation based on the client’s risk tolerance. We then develop a diversified portfolio of mutual funds and individual stocks and bonds. Investing in individual securities allows us to efficiently manage tax liabilities, lower the client’s portfolio expenses, and over-weight sectors or investment themes that we believe will outperform. Kraematon Investment Advisors adds value by continuously monitoring market conditions and actively managing our clients’ portfolios. Our investment philosophy is the foundation for our successful track record.