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

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

Kramer Investment Advisors provides advisory services primarily by selecting and coordinating third‑party money managers and recommending participation in wrap fee programs. The firm works with a range of client types including trusts, pension and profit‑sharing plans, charitable institutions, corporations and other business entities, and also offers financial planning at no additional charge. Kramer does not execute trades or provide in‑house security selection; instead it evaluates TPMMs on performance, methodology, fees and client suitability, assists with account setup and documentation, and acts as a liaison between clients and the selected managers. The firm conducts periodic account reviews but generally relies on the TPMM’s model portfolios and strategies and does not accept discretionary trade execution authority. What is distinctive about Kramer relative to many peers is its formal role as a selector of other advisers combined with affiliations to an accounting firm and an insurance agency, which the brochure discloses can lead to recommendations of related accounting or insurance services and corresponding conflicts of interest. The firm is compensated through fees paid to third‑party managers or wrap sponsors rather than by charging clients a traditional percentage‑of‑assets advisory fee, and its most recent filing states it does not currently provide continuous management of client assets.

To learn more about the advisors currently working at Kramer 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.