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Asset Management

Client centered and fee based, we at Krause Wealth Partners believe in timeless strategies and wisdom when it comes to Asset Management. In the book of Proverbs it says "Wealth gained dishonestly dwindles away, but whoever works diligently increases his prosperity. " We work with each of our wealth holders to create an asset allocation that goes beyond just owning different stocks or mutual funds. After evaluating each individual investors goals, tax circumstances, and risks we build out a custom diversified portfolio approach that could include:

  • Managed Stock and Bond Portfolios
  • Private Equity or Debt
  • Real Estate
  • Commodities
  • Hedge Strategies
  • Insurance