At Kramer Investment Services, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals.
Services that we provide:
- Wealth Management Investment Advice
- Quarterly and Annual Performance Reports
- One on One Annual Reviews
Types of Managed Investment Programs:
- Fixed Income Portfolios – Income focus for investors with a conservative to moderate risk tolerance.
- Exchange Traded Fund Portfolios – Combination of growth and income. Investment diversity for investors with a moderate to aggressive risk tolerance.
- Managed Stock Portfolios – Combination of growth and income. Targeted investment selection for investors with a moderate to aggressive risk tolerance.
We offer several types of managed investment portfolios through Gradient Investment and Brookstone Capital Management. We use a rigorous selection process including the color of money risk analysis before determining the appropriate investment options for our clients.