A complete list of active advisors currently associated with KRH Investments, LLC

Warmer can help you find a great advisor at KRH Investments, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at KRH Investments, 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.