Client Process

clientWe believe that our Clients are our partners and expect active participation in all phases of the investing cycle.  All Clients of Krause Investment Group will follow our strategic process of discovery and action.

We find that repeating strategically driven processes is a key to helping our clients achieve their financial objectives.  We manage assets and investments with cost efficiency in mind.

Evaluation:

We begin by performing a discovery analysis on each client.  Our goal in this step is to clearly define the Client’s long term goals, needs and risk tolerance regardless of current investments or assets.

Review:

A diligent review of current investment holdings and assets is performed.  We then evaluate each holding and how it fits into the Client’s plan and goals.  These determinations will be clearly defined and explained.

Decision:

We will consult with the client on their various options and propose any changes we believe will increase portfolio efficiency and goal attainment.  Every investment decision will be fully explained until the client is comfortable.  Krause Financial Group will then actualize our partnered decisions in a way that is cost effective.

Review:

The team at Krause Investment Group will position itself to exceed all service expectations by maintaining a rigorous review process on a regular basis which fits into our Client’s schedule.  Things change as much as they stay the same, thus is it necessary to remain attentive to changes in both our Client’s lives and the global economy.