A complete list of active advisors currently associated with Norman Kramer Investments, Inc.

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

Norman Kramer Investments, Inc. is a registered investment adviser that provides discretionary portfolio management and related advisory services, managing about $41.4 million in client assets across a limited client base. The firm works with individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. The firm develops client-specific investment policies through personal discussions and constructs portfolios using individual equities, ETFs, bonds, certificates of deposit and mutual funds, with allocations set according to stated objectives such as growth or income. Its investment toolkit includes long- and short-term purchases and, when appropriate for a client’s stated risk tolerance, may incorporate short sales, margin transactions and option-writing strategies for hedging or tactical purposes. Noteworthy features include a relatively small roster of clients relative to assets under management, which the brochure describes as monitored continuously with quarterly reporting and account reviews. The firm does not vote client proxies (clients retain voting responsibility) and uses Charles Schwab’s institutional services program for custody and operational support, receiving trade desk and electronic reporting benefits.

To learn more about the advisors currently working at Norman Kramer 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.