KRUSE ASSET MANAGEMENT
Why We Do It Is Just As Important As to
How We Do It
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.
Trust is listed as the no. 1 reason our clients continue to work with us
KAM's QVP strategy is up 82% over the past five years (Standard & Poor's 500 is up 27%)
100% transparency and access to your investments 24/7
10 Years of Outperformance
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.
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.
What is your Risk Number
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.