Kreitler Associates LLC
Administrative Support Services
About Us
Our firm provides an unusually talented team dedicated to your financial success. Our services include:
- Helping clients, through ongoing education, become better investors.
- Developing lifetime relationships.
- Specializing in working with families.
- Charging no commission. Fees are based on assets under management.*
- Making money management techniques used by institutional investors available to individual investors.
- Creating money management techniques.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Robert Kreitler
Robert Kreitler, CFP®, manages a New Haven branch office of Raymond James Financial Services, Inc. where he has been a member of its elite Chairman’s Council for four years. He has been a financial planner for over 20 years and has been named by Connecticut Magazine, as one of the top financial advisors in the State. He spear-headed an effort with Ibbotson Associates and the Financial Planning Associates to create, “National Savings Guidelines” which have received extensive national attention. He has written multiple articles on retirement planning and is the author of Getting Started in Global Investing, which introduces the Island Principle®. He is a regular guest on Connecticut Public Radio’s “The Faith Middleton Show” and speaks regularly at professional meetings. He worked for Champion International for five years and spent 15 years with the federal government, half of those years with the Office of Management and Budget. He has degrees from Carleton College and Yale University. |
Charles Kreitler Charles Kreitler, Financial Advisor, RJFS, joined Kreitler Associates in 2005. Before joining Kreitler Associates, he served as Vice President of Client Services at Marketing Management Analytics, a marketing analytics firm headquartered in Wilton, Connecticut. Charlie created and ran MMA's pharmaceutical practice. His work focused on improving the marketing effectiveness of Fortune 100 pharmaceutical and consumer packaged goods clients through analytical solutions. Before joining MMA in 2000, Charlie worked at Cannondale Associates, a marketing consulting firm specializing in assisting global consumer packaged goods companies with trade promotion and category management. Charlie holds a Bachelor of Arts from St. Lawrence University. Robert Kreitler is a regular guest on Connecticut Public Radio's "The Faith Middleton Show". To hear some of our latest thoughts on the current economy and markets, please visit The Faith Middleton Show website. Any opinions are those of Robert Kreitler and not necessarily those of RJFS or Raymond James. Keep I mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against loss. Strategies discussed many not be suitable for all investors. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Be sure to contact a qualified professional regarding you particular situation before making any investment. |
195 Church Street
11th Floor
New Haven, CT 06510
Phone: 203-867-4396
Fax: 203-867-4398
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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