John Brick is a CFA® charterholder with nine years of industry experience. He has worked at Kruse Asset Management since 2021 and previously held roles at Altman Advisors, Inc. and Morningstar. Based in Chicago, IL, Brick holds a Series 63 license. Kruse Asset Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, family offices, and select institutional clients. The firm combines modern portfolio theory with proprietary quantitative equity models and technical indicators, offering a range of strategies including options and alternative investments, and operates a Virtual Family Office coordinating external tax and estate counsel.

Joseph Kruse is a CFA® charterholder with 24 years of industry experience. He has been with Kruse Asset Management, LLC since 2007. In addition to his advisory role, he contributes to YCharts.com by working on ranking and rating systems based on fundamental characteristics. Kruse Asset Management advises individuals, trusts, estates, family offices, charitable organizations, and business entities, offering portfolio management and financial planning services. The firm combines Modern Portfolio Theory with proprietary quantitative equity models and uses third-party tools like YCharts to construct diversified portfolios and manage risk.

Al Devji is an investment advisor representative at Kruse Asset Management, LLC with 32 years of industry experience. Prior to joining Kruse Asset Management in 2025, he worked at Kestra Advisory and KESTRA Investment SERVICES, LLC for nearly a decade. In addition to his advisory role, Devji owns and operates an insurance business focused on health, property, and casualty insurance. Kruse Asset Management serves individuals, trusts, estates, family offices, charitable organizations, and business entities, offering discretionary and nondiscretionary portfolio management along with comprehensive financial planning. The firm employs a blend of Modern Portfolio Theory, proprietary quantitative equity models, and third-party tools to construct and monitor diversified portfolios, incorporating technical indicators, options, and structured products in its investment approach.