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WELCOME TO 

KRUSE ASSET MANAGEMENT

Why We Do It Is Just As Important As to

How We Do It

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Our Clients, Not Our Investments, Are Like Family

Managing their money is a responsibility that we take seriously and we appreciate the trust placed in us. We understand what our clients need from us--their hopes and concerns for the future--and we strive every day to help them fulfil their goals. That's why they're like family to us.

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Trust is listed as the no. 1 reason our clients continue to work with us

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KAM's QVP strategy is up 82% over the past five years (Standard & Poor's 500 is up 27%)

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100% transparency and access to your investments 24/7

10 Years of Outperformance

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WHAT WE OFFER

OUR PRODUCTS & SERVICES

A QUANTITATIVE APPROACH

Created by KAM’s founder and President, Stuart Kruse, in 2005, our QVP strategy is focused on domestic, large-cap value stocks and runs on a purely numerical basis without a single element of bias.

 

Built and operated solely through the utilization of years worth of data and statistics, it’s a strategy which has been simple to run for clients and with tremendous success.

 

The numbers are nothing but impressive: 

  • QVP has outperformed the S&P 500 for eight of the past ten years

  • Cumulative returns of nearly 152.96 percent since inception (as of Dec. 2015)

  • A $1,000 investment in QVP in 2005 would be worth $2,529.56 now, compared to $1,718.37 if you invested in the S&P 500 or $1,504.18 with the Russell 1000 Value Index (as of Dec. 2015)

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LIFE PLANNING

Through Everplan, a secure digital archive, we provide your loved ones everything that they will need should something happen to you. It contains

Wills, Trusts, and insurance policies​

Important accounts and passwords

Info about your home: bills, vendors, etc

Health & Medical information

Advance Directives & DNRs

Final wishes & Funeral preferences

​And much more.

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What is your Risk Number

RISK MANAGEMENT

To better serve our clients and prospects, Kruse Asset Management has implemented Riskalyze, the award winning risk engineering technology that mathematically pinpoints your Risk Number, and aligns it with our QVP portfolio to match.

 

Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.

CONTACT US

For any inquiries or a complimentary portfolio review, please use the message box below.

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Office Location

216 S. Jefferson St., Suite 302

Chicago, IL 60661

Phone Number

312.775.6000

Fax: 312.264.4557

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