Investor Access

The Karras Company's mission is to provide our clients with a well-defined and comprehensive investment plan that takes into account each client's unique needs. We look at the respective risk tolerances, return objectives, and time horizons for each client when developing plans. Once implemented, we continually monitor and update plans to ensure that they continue to meet our clients' changing needs.

Our ultimate goal is to make available high quality financial products and services, enabling our clients to achieve their financial goals and to help our clients succeed in accumulating and managing financial resources through asset allocation, risk management and estate planning.

The Karras Company, Inc. is a registered investment advisor (RIA) making available a full line of investment products and services through Raymond James Financial Services, Inc. We are focused on the needs of individuals, businesses and nonprofit organizations. For individuals we provide: investment management, retirement planning, educational planning, estate planning, and risk management. For businesses and nonprofit organizations we provide: investment policy statements, matching investment objectives with the appropriate money managers, performance monitoring, quarterly communication, and summaries from the matched money managers and objective recommendations.

Recognized in Barron’s as one of “The Top 1000 Advisors” * in the country and in Financial Advisor Magazine’s list of top RIA** (Registered Investment Advisor) firms for 2008.

*The rankings are based on data provided by over 3,000 of the nation’s most productive advisers. Factors included in the rankings: assets under management, revenue produced for the firm, client satisfaction, regulatory record and philanthropic work. Institutional assets are given less weight in the scoring.
**Based on total assests under management.

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