Do you have to manage my investments for me to work with you?

Yes. We are a comprehensive retirement income planning firm that combines our consulting and modeling process with investment management services.

The typical client who contacts us is looking for the right partner and would prefer to delegate investment management decisions. Through the planning process, if we mutually determine we are the right partner, then clients set up accounts, transfers assets and Kraus Capital provides ongoing oversight of those investments, plan updates, tax planning, and coordinates the components involved in delivering reliable retirement paychecks.