KRH Investments, LLC

KRH Investments, LLC provides financial planning and discretionary investment management to individual clients, managing roughly $1.3 million across about ten accounts. The firm charges fees based on assets under management and also offers hourly financial planning engagements for clients with more limited needs.

The firm uses a client-specific Investment Policy Statement and a broadly "holistic" monitoring process, reviewing accounts quarterly and documenting risk tolerance, time horizon and asset allocation for each client. Investment methods emphasize value-based fundamental analysis with use of large- and small-cap equities, ETFs and mutual funds, supplemented by sector rotation, stop-losses and optional, limited market-timing strategies (capped at 10% of a portfolio for clients who request them).

Notable distinctions include an affiliation with a separate accounting/forensic services firm, with the firm’s principal reporting most of their professional time in that role, and a stated policy of not accepting commissions or performance-based fees. The adviser recommends using a low-cost execution platform and directed brokerage arrangements to aggregate orders and seeks to manage conflicts through disclosure and a written Code of Ethics, including disclosure when the adviser invests in the same securities as clients.