A complete list of active advisors currently associated with Krauss Whiting Capital Advisors LLC

Warmer can help you find a great advisor at Krauss Whiting Capital Advisors LLC or one who fits your needs even better.

Krauss Whiting Capital Advisors serves individual investors (including high-net-worth individuals), pension and profit sharing plans, charities, trusts and estates, managing a modest client base with approximately $42 million in discretionary assets. The firm provides individualized portfolio management, developing Investment Policy Statements with clients and implementing ongoing asset allocation and security selection across equities, fixed income, mutual funds and ETFs. Investment decisions are informed by a mix of fundamental, technical and charting analysis and implemented through a combination of long- and short-term strategies, with regular (typically quarterly) portfolio reviews. With client authorization the firm may employ borrowing (margin) and option strategies, including option writing and hedging, in separately managed accounts as part of its risk/return management. What distinguishes the firm from many peers is its affiliation with an accounting practice: a holding company structure maintains CPA licenses and the adviser’s personnel also provide accounting services for separate compensation. The firm’s small scale — a very small number of clients and advisors relative to its asset size — and its documented use of margin and derivatives in managed accounts are features that are less common among similar supported advisers.

To learn more about the advisors currently working at Krauss Whiting Capital Advisors LLC, 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.