Kreitler Associates LLC
Administrative Support Services
Satisfied with your investment advice?
- You want long-term personal relationships with your investment advisors.
- You want someone to oversee all of your investments including 403(b) and 401(k), not just those held at your advisor's financial institution.
- You want access to world-class money managers with proven ability.
- You want advisors who understand and apply state-of-the-art investment techniques.
- You want your advisor to act as a fiduciary.
- You prefer fees to commissions so you can be confident that an advisor's recommendations are in your best interest, not theirs.
- You want an investment strategy custom designed to achieve your individual goals and objectives.
If these key characteristics define your investment requirements, you match the profile of our best clients. We provide first-class, personal service and customized recommendations that high-net-worth individuals, business owners, and trustees of individual trusts and qualified plans require.
You want long-term personal relationships with your investment advisors. People want personal relationships with the specialists who manage their money. The succession of mergers and mega-mergers in today's financial world means new faces and companies continually replace the companies and faces you once worked with. This change is frustrating. As a family owned firm that has been in existence for over 20 years we intend to be here to serve your life time needs. Successfully implementing an investment strategy takes many years, and long-term strategies call for long-term relationships. In our fast-paced global economy, it is more important than ever to feel confident that your investment advisor knows your needs and goals, and will be around to help you meet them. We are committed to understanding your unique needs and goals, and implementing customized investment solutions.
You want access to the best money managers. There are significant differences between the long-term performance of an average money manager and the elite managers. You do not need to tolerate mediocrity or under-achievement. We have access to more than 8,000 mutual funds and over 30 individual money managers through our affiliation with Raymond James Financial Services. We select managers from this universe that best suit each client's goals and objectives.
You want to use state-of-the-art investment techniques. 95% of a portfolio's performance depends on asset allocation: how much should be in each asset class, such as stocks, bonds, and real estate. Nobel Prizes have been awarded to individuals that have developed this theory, which provides the foundation for the way we manage portfolios. You want to help manage the risks inherent in investing, while striving to improve total return. Until recently, these techniques have only been available to institutional clients. We make them available to our individual clients.
You prefer fees to commissions and want a customized investment strategy. Most clients pay a quarterly asset management fee for our services, which is based on assets under management. Minimum investment is $1,000,000. Discretionary management is available on a case by case basis. An investment policy statement is prepared for each client, and portfolios are reviewed quarterly.
We also offer customized financial planning services to our investment clients through, Raymond James Financial Services. These services include retirement planning, estate planning and business succession planning. Like our investment advice, our financial planning recommendations are tailored to your individual needs.
Financial planning usually involves more than one individual in a family and may involve several generations. One of our particular strengths is our ability to identify win-win solutions and to act as a catalyst, bringing multiple generations together to develop and agree on family goals. We then ensure that those family plans are implemented.
Our mission is achieving your goals. If you need the kind of personal attention in managing your investments and reaching your financial goals that we have become known for, call Robert Kreitler at 203-867-4396 for a no-obligation consultation.
195 Church Street
11th Floor
New Haven, CT 06510
Phone: 203-867-4396
Fax: 203-867-4398
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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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