A complete list of active advisors currently associated with M. Kraus & Company
Warmer can help you find a great advisor at M. Kraus & Company or one who fits your needs even better.
M. Kraus & Company is a fee-only registered investment adviser that provides discretionary and non‑discretionary portfolio management and limited personalized financial planning for individuals, high‑net‑worth clients, trusts, retirement plans, charitable institutions and business entities. The firm manages roughly $559 million in client assets and works with clients to establish written investment policy statements reflecting goals such as capital appreciation, balanced growth, or current income. Investment decisions are grounded in fundamental analysis and a long‑term, value‑oriented approach, typically resulting in low turnover and concentrated portfolios of roughly 30–40 individual equities supplemented by a range of fixed‑income securities and cash equivalents. Portfolios are customized to client objectives and may include client‑imposed security restrictions; the firm also provides occasional planning advice as part of the management engagement at no additional charge. A distinctive operational feature is that the firm may allow borrowing in separately managed accounts under limited circumstances—its brochure notes that accounts can carry a margin balance when a client needs immediate cash and that the firm seeks to cover such balances promptly—an approach that is uncommon among peer team firms. In addition, M. Kraus & Company negotiates account‑administration services (cash management, RMD processing, dollar‑cost averaging) for some clients, maintains standing letters of authorization for a small number of accounts, and operates without accepting commissions or voting client proxies.
To learn more about the advisors currently working at M. Kraus & Company, 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.
Name |
Location |
Years of experience |
|---|---|---|
Shelburne, VT
| 21
| |
Shelburne, VT
| 25
| |
Shelburne, VT
| 30
| |
Shelburne, VT
| 1
| |
Shelburne, VT
| 8
|
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