A complete list of active advisors currently associated with Kraematon Investment Advisors, Inc.

Warmer can help you find a great advisor at Kraematon Investment Advisors, Inc. or one who fits your needs even better.

Kraematon Investment Advisors, Inc. provides discretionary investment management and comprehensive wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm generally charges percentage‑of‑AUM advisory fees and implements portfolios using mutual funds, ETFs, and individual equities while offering retirement account advice and planning services. The firm’s investment process is grounded in fundamental analysis with a primarily long‑term orientation, though positions may be bought or sold on shorter horizons for rebalancing, tax reasons, or to meet client cash needs. KIA discloses that it may employ options and other derivative instruments in managed accounts for hedging or strategic purposes, and it seeks institutional share classes when available while sometimes retaining legacy holdings for client‑specific reasons. KIA manages roughly $201.5 million in discretionary assets and operates with a compact advisory team overseen by its president and chief compliance officer, who conduct ongoing monitoring and formal reviews at least annually. The brochure also notes an institutional platform relationship with its custodian that provides research, trading, technology, and related support — including assistance provided at the firm’s launch — which the firm cites as part of its operating infrastructure.

To learn more about the advisors currently working at Kraematon Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.