Kramer Investment Advisors, Inc.

Overview

Kramer Investment Advisors, Inc. is a corporate-structured advisory firm that functions as a capital allocator and adviser-selection intermediary. The firm offers financial planning services and explicitly lists selection of other advisers as a core advisory activity, suggesting it designs client portfolios in part by appointing third-party managers rather than solely managing all assets in-house. Ownership is recorded as a mix of a domestic entity and an individual. Kramer Investment Advisors does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. Its fee arrangement is recorded as "Other." The firm maintains industry ties with accounting and insurance businesses, which may reflect referral or service relationships and could influence its client offering and distribution channels. Kramer Investment Advisors is not marked as newly formed.

Investments & Alternatives

Location & Offices