Who We Are
At Kraematon Invetment Advisors, we use a 5 step process to develop the most suitable investment and asset management plan based on each client's financial objectives, rick tolerance, time horizon, tax considerations and liquidity needs.
Whether your needs include financial planning, rollover management, tax planning or investing for your child's future, you can place trust in Kraematon Investment Advisors.
Areas of Expertise
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Goal tracking and accountability
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Budgeting Debt
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Financial Management Strategies
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Net Worth Statements
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Real Estate and Asset Review
Us In Numbers
68
Year;s of Combined Experience
$180M+
Total Assets Under Management
500+
Clients
Our Five Step Process
Kraematon Investment Advisor's focused and disciplined approach to growing and managing invetment assets can best be ecplained by the following Five-Step Process that we diligently apply to each client's unique financial situation. This process includes:
Step 1
Analyze the Current Situation
We begin by organizing your financial data, assessing goals, and evaluating your current portfolio—laying the foundation for a strategy tailored to your unique needs.
Step 2
Tailoring an Individualized Investment Policy Statement
We translate your goals into a customized Investment Policy Statement—defining your risk tolerance, time horizon, liquidity needs, and more. This clear, strategic document empowers smarter investment decisions and keeps your financial plan focused, flexible, and aligned—no matter how markets shift.
Step 3
Design the Optimal Portfolio
Our fee-based structure means our only priority is you. Using research-driven asset allocation and broad diversification, we design a portfolio tailored to pursue growth, manage risk, and seize opportunities aligned with your long-term goals.
Step 4
Implement the Investment Plan
With your personalized strategy in place, we carefully build your portfolio—selecting investments that align with your goals and risk profile. Our professional execution ensures your plan is carried out with precision, while disciplined decision-making helps protect your progress from market noise and emotion.
Step 5
Providing Ongoing Management and Review
We actively oversee your portfolio to ensure it stays aligned with your goals and risk profile—making adjustments as needed to keep your plan on track, no matter how life or markets evolve.
