A complete list of active advisors currently associated with Pamela Krueger and Company, Inc.
Warmer can help you find a great advisor at Pamela Krueger and Company, Inc. or one who fits your needs even better.
The firm provides discretionary asset management and investment consulting to individual clients, managing approximately $18 million across about 40 client accounts. Services include custom portfolio construction, preparation of an Investment Policy Statement, ongoing monitoring and rebalancing, and periodic performance reporting. Investment decisions are informed by a combination of fundamental analysis, discounted cash flow models and technical analysis and are implemented across mutual funds, stocks and bonds using both long- and short-term strategies. Accounts are typically managed on a discretionary basis, with regular quarterly and annual reviews and availability for additional consultations as requested by clients. Distinctive features include operating under the DBA “Womanvest” and accepting clients without a stated account minimum, which may broaden access compared with many peers. The firm recommends Charles Schwab as custodian and discloses receipt of Schwab support products and research, and oversight is centralized with the chief compliance officer conducting the firm’s reviews (performed weekly or as agreed), which consolidates compliance and supervisory duties.
To learn more about the advisors currently working at Pamela Krueger and Company, 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.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 28
|
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