• info@krausecapital.com

Trusted Advisors, Tailored Advice, Personalized Service

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Contact Information

  • 401 East Las Olas Boulevard, Suite 1400, Fort Lauderdale, FL 33301

  • (+1) 954 372 1072

  • info@krausecapital.com


Endowment & Pension Management

At Krause Capital, Inc., we believe pension and endowment management begins with a specific investment policy.

About Pension Management

A stated investment policy will help to dictate a client’s preferred asset allocation model and investment objectives.

Once an investment model is determined, a client’s stated goals and risk tolerance will help determine which investments are chosen during the asset allocation process.

Liquidity of assets is often very important during the initial stages and discussed as a key component in any asset allocation model.

Once the invest policy and asset allocation models are determined, we will begin to review possible investment choices in each asset class or sector. This may include seeking out investment managers or alternative and institutional investments offered specifically to pension or endowment clientele. Each investment will take into consideration negotiated fees, trading or acquisition costs.

Any conflicts of interest the pension or endowment may want to avoid will also be contemplated in the choice of each investment. After researching specific investments or investment managers, our recommendations will be presented to your board of directors or investment consultant, and compared to the initial investment policy.

After the investments have been approved and implemented, it is important to monitor the progress of each investment. We feel an independent or third party verification of results is prudent and usually a preferable method of determining if changes are necessary. We will provide clients with on-going research and reports for each investment and a comparative to benchmarks associated with each investment.

Above all, we believe availability and regular reviews are important. Our investment advisors will meet with clients on a quarterly basis to review the progress of their investments.

Krause Capital Financial Advisors

Want to Learn More?

Krause Capital, Inc. provides specialized approach to Asset Protection.

Please call us toll-free at 1.888.957.2873 or by email at info@krausecapital.com.

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It's time for you to put your money to work. Our trusted and successful financial advisors will inform and support you every step of they way.

CONTACT US

Contact an advisor to learn how professionally managed financials may help diversify your investments.

Michael Erbaio - Executive Vice President - Krause Capital

Michael Erbaio

Executive Vice President

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Phillip Krause - President, CEO

Phillip M. Krause

Principal of Krause Capital, Inc.

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Copyright ©2017 Krause Capital, Inc. All Rights Reserved.

Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliate, Spire Securities, LLC. Member FINRA / SIPC.
Performance Reports:
Advisory services offered through Spire Wealth Management, LLC a United States Securities & Exchange Commission Registered Investment Advisor. Securities offered through Spire Securities, LLC member FINRA/SIPC. Spire Wealth Management, LLC and Spire Securities, LLC are affiliated companies. Performance data quoted represents past performance and does not guarantee future results. The investment return and principal of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost when redeemed. The values represented in this report may not reflect the true original cost of the client's initial investment. Calculations and data provided should not be relied upon for tax purposes; use confirmations, statements and 1099'5 from custodians instead. The information contained in these reports is collected from sources believed to be reliable, however, Spire Investment Partners LLC, and its affiliates do not guarantee its accuracy or completeness. This document is not to be considered a substitute, addition or replacement for any original account(s) statement(s) or report (s) you may have or you will receive directly from product sponsors and/ or custodians and is not an official record of your account(s) information, activity or performance. We urge you to always rely on statements you receive directly from product sponsors and custodians, whose valuation shall prevail in the event of any discrepancy. If you have any questions regarding your report, please call your Investment Advisor Representative. For fee-based accounts only: The figures may or may not reflect the deduction of investment advisory fees. If the investment is being managed through a fee-based account or agreement, the returns may be reduced by those applicable advisory fees. Refer to your Advisor's Form ADV, Part 2.
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