Investcraft Advisors LLC
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About
InvestCraft Advisors provides discretionary portfolio management to a small number of separately managed accounts for individuals, small businesses, and business or institutional clients. The firm tailors advisory services to client objectives and focuses its investment program on equities and equity-related instruments, including equity options.
The firm employs both fundamental and technical analysis and invests across a range of publicly traded instruments such as stocks, options, ETFs, ETNs, REITs, MLPs and fixed income when appropriate. Its strategies can include option transactions, leverage, margin, short selling and other derivatives and may result in concentrated portfolios with less broad diversification than some peers.
Distinctive features include a single managing member model combined with prior hedge fund and in-house legal/industry experience, a relatively small client base and assets that support active, weekly account reviews and hands-on trading oversight. InvestCraft does not take custody of client assets, does not direct brokerage choices for clients, and does not charge performance-based incentive fees.
Client services
Expertise
Fee options
Up to 2.0% per year (0.5% per quarter), negotiable
Account minimum: $100,000
Main office
Saratoga CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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