$60MM AUM | $650,000 GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Lite
Last Activity
2 weeks
General
Compatibility
Location
Chicago, IL, US
Listing Type
Buyer | Find Successor
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
130
Avg Client Age
65
Overview

Kruse Asset Management has a particular expertise in managing equities using a multi-factor model that we have had in place for more than a decade, during which time, our returns have been close to double that of the S&P 500 without any additional risk or volatility. This enables us to take more risk off the table while being able to meet our clients' long-term goals. Consequently, the vast majority of our investment decisions, including asset allocation, are quantitatively driven.

When looking at our asset allocation models, we use real-time data to understand the current correlations of the asset classes that we are using such that we better understand our clients' risk levels in real time so that we can better match their risk tolerances to their live portfolio.

We feel that bringing this level of portfolio management sophistication somewhat behind the scenes to our clients, while simultaneously understanding our clients' tangible goals, dreams and concerns can bring tremendous value to any RIA that we may purchase.

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