My typical new client is between the ages of 55 and 65. Most are mid to high-level employees, skilled technicians, managers and directors, who have worked for the phone company for at least 20 years. They are ready to clarify, simplify and organize their financial life. They are looking for an experienced, credentialed advisor to deliver a comprehensive approach defining objectives, analyzing options and implementing strategies to help them achieve their goals. They want to address their questions, reduce financial worries and decrease complexity so that they can focus on what matters most to them. They seek professional knowledge, expertise and support to align their investment strategy with their financial goals. They see the value in partnering with my firm, Kraus Capital Management, to design, implement and manage an investment strategy, including investment research, analysis and selection. Our clients view our professional management as a way to accomplish investment objectives while freeing up valued personal time.
They know that we will do our best, put them first and keep a watchful eye on their investments and best interests. They expect us to focus on managing their investments, staying tech proficient, and communicating with them frequently. They respect the fact that it takes time to do research, review new technology, and to run a business like ours.