A complete list of active advisors currently associated with Kroon & Mitchell Asset Management LLC

Warmer can help you find a great advisor at Kroon & Mitchell Asset Management LLC or one who fits your needs even better.

Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm documents client objectives and risk tolerance in an Investment Policy Statement and offers both one‑off and ongoing financial planning services. The firm’s investment approach combines fundamental and quantitative analysis within a modern portfolio theory framework and generally pursues long‑term purchases, seeking to implement strategies in line with each client’s IPS under discretionary authority. Kroon & Mitchell seeks best execution through recommended custodians, provides quarterly reporting, and typically charges AUM‑based fees for portfolio management and pension consulting. A distinctive feature is an affiliation with an accounting professional who, apart from the advisory business, may offer accounting advice or products to clients — clients are not required to use those services. The firm also employs a wider range of investment instruments than some peers, including precious‑metal ETFs, real estate funds, commodities, private placements and non‑U.S. securities, which introduces additional asset‑class specific risks that the firm discloses and manages.

To learn more about the advisors currently working at Kroon & Mitchell Asset Management 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.