A complete list of active advisors currently associated with KRS Tax & Investments Inc.

Warmer can help you find a great advisor at KRS Tax & Investments Inc. or one who fits your needs even better.

KRS Tax & Investments provides discretionary portfolio management to individual and high‑net‑worth clients, managing roughly $15.1 million across about 20 client relationships. Services include a written Investment Policy Statement, asset allocation, security selection and ongoing portfolio monitoring across mutual funds, fixed income, real estate funds (including REITs), annuities, TIPS, ETFs (including precious‑metal sector ETFs) and non‑U.S. securities. The firm applies fundamental analysis, modern portfolio theory and quantitative analysis to a long‑term trading approach and documents clients’ goals, tax considerations, time horizon and risk tolerance in an IPS. KRS Tax & Investments generally seeks discretionary trading authority and requires clients to custody assets at Schwab Institutional for execution and recordkeeping. Distinctive features relative to many independent advisers include a small client base with relatively large assets per client and a solo adviser who explicitly incorporates quantitative methods alongside traditional analysis while using a broad set of investment vehicles. The firm does not aggregate (block) trades for multiple clients, does not accept third‑party sales compensation, and does not accept proxy‑voting authority, each of which can affect trade execution, conflicts disclosures, and proxy handling.

To learn more about the advisors currently working at KRS Tax & Investments 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.