As a Registered Investment Advisor, KKRA adheres to fiduciary standards, providing advice that is in our clients' best interests. We build trusted, long-term relationships with our clients. Whether it's wealth management, retirement planning, estate planning or charitable giving, our focus is on your goals and designing a plan that is right for you.
We strive to both find and design solutions that are closely aligned with our clients' needs and objectives - and feel a duty to contribute to, and collaborate in, their overall strategic success. Investment management is often at the confluence of economic, political and social influences and that means there is usually something about which to be concerned.
We strive to both find and design solutions that are closely aligned with our clients' needs and objectives - and feel a duty to contribute to, and collaborate in, their overall strategic success. Investment management is often at the confluence of economic, political and social influences and that means there is usually something about which to be concerned.
Services
We are investment advisors. KKRA Investment Counsel was founded in 1983 as a fee-only investment advisory firm. Throughout 36 years together, we have built strong familiarity with different investment environments, approaches and techniques. Our team takes the time to understand, support, and guide each client.
KKRA offers an incredibly personalized experience by providing innovative and customized solutions to help you achieve your specific goals. We choose to align ourselves with our clients through the fee-based advice model. Because our allegiance is to you, we are able to be completely objective as we work to preserve and build your wealth.
Our resolve will always be to support our clients, share our knowledge and collaborate in creating a portfolio of assets that will influence future generations. We passionately support many local charities, believe in the impact people can have on one another and have a great desire to have a positive effect within our community.
KKRA provides portfolio management services and candid counsel to individuals, trusts, estates, charitable institutions as well as corporations, publicly traded companies and pension and profit-sharing plans. Generally, clients with at least $1,000,000 in investable assets benefit most from our services.
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