You want your wealth to grow. So do we. It’s hard to imagine financial dreams realized without a solid investment portfolio in the picture. Kruger Wealth Management is your personal chief investment officer (CIO) and coordinates an investment management process for your benefit, which focuses on intelligent personalized portfolio design and management. Depending on each client’s investment objectives, our experience follows the evidence of academic findings that a well-diversified strategy will provide the highest probability of success.
We believe the following to be true:
Ongoing communication with clients is an important cornerstone to high satisfaction and retention results.
Alternative and non-correlating investment categories should be considered when appropriate.
Reducing layers of investment costs will improve investment results.
People who are over confident and under informed experience a bad combination regarding their investments.
For most individuals their emotions overrule logic when it comes to investing.
The tax code is important, however, the client’s values and goals are more important.
Most people want answers to four basic questions of retirement planning:
What rate of return should my money be earning
How much should I be saving?
How long do I have to work?
How much can I spend in retirement with a high probability of not running out of money?
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