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| Additional information |
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| Kraft Asset Management, LLC |
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Mission statement:
The purpose of Kraft Asset Management, LLC, is simple -- to provide prudent investment planning and wealth management services for our clients and their families. Our goal is to establish close and trustworthy relationships with our clients, based on mutual respect and the highest ethical standards. We seek to help our clients determine and implement appropriate investment strategies based on their individual risk tolerance, financial objectives, investment time horizon, and need for income. |
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Overview:
Kraft Asset Management, LLC (KAM), is a wholly-owned affiliate of KraftCPAs PLLC based in Nashville, Tennessee. Our investment approach centers on Modern Portfolio Theory and structured portfolio investing primarily through the use of Dimensional Fund Advisors (DFA) mutual funds and BAM Advisor Services’ proprietary fixed income portfolio design and execution capabilities.
KAM was founded in 2001 by the members of KraftCPAs PLLC to satisfy a need in the marketplace, whereby expert financial advisors could implement tax efficient investment strategies for clients, could continuously monitor results and make changes when appropriate. To keep the client’s interest first and foremost in any decision, KAM chose to deliver advisory services to individuals, businesses, trusts, not-for-profits and retirement plans using a fee-based model. We offer an advisory relationship built on personal trust and company-wide integrity. An important part of our wealth management services also involves the evaluation and implementation of customized risk management strategies through our affiliate firm, Kraft Financial Services, LLC.
When KAM was formed, we felt it was of utmost importance to surround ourselves with some of the best companies in the financial services industry.
* We established a strategic alliance with the independent firm, BAM Advisor Services, LLC and its sister company, BAM Risk Management, LLC, to help us bring you a powerful team approach to your investment experiences. BAM also provides us with certain fixed income sub-advisory services. We have chosen to work with BAM because we are confident that the alliance brings you important benefits, including enhanced services levels; combined expertise and leveraging capabilities; cost-effective solutions; and back-office support that lets us spend more time with you, serving as your investment advisor. BAM was founded in 1997, with headquarters in St. Louis, Missouri. As of January 1, 2009, it serves a nationwide base of more that 120 Registered Investment Advisor firms like ourselves, who particularly value the academically based, cost-effective approach we seek to deliver. Our firm is entirely independent of BAM. We make our own decisions directly with you. At the same time, we share a common approach to high-quality client service.
* KAM requires that clients (other than certain retirement plans) establish brokerage accounts with either the institutional division of Charles Schwab & Co., Inc. (Schwab) or the institutional division of Fidelity Investments (Fidelity), both registered broker-dealers, member SIPC, to maintain custody of clients’ assets and to effect trades for their accounts. KAM is independently owned and operated and not affiliated with either. Both Schwab and Fidelity provide KAM with access to their institutional trading and custody services, which are not typically available to their retail investors. These services generally are available to independent investment advisors on an unsolicited basis, at no charge to them. Their services include brokerage, custody, research, and access to mutual funds and other investments that are otherwise generally available only to institutional investors or would require significantly higher minimum initial investment.
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