Services
Portfolio Analysis Review
The Portfolio Analysis Review (PAR) process is a method of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health by helping to ensure your long-term investment goals remain in clear focus.
This is where we come in. The three-step process takes an inventory of your portfolio with a comprehensive, 360-degree approach.
The PAR process can provide answers to the following questions regarding your investments:
- How many brokerage accounts do you have at each custodian?
- How many positions do you own in each account?
- How much income do you receive from investments?
- How is your portfolio's risk balanced with potential rewards?
- If you know the fees and expenses for your brokerage accounts, how could they affect your portfolio's long-term returns?
Color Of Money
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
Find out how you feel about risk
Navigating Faith & Finances
At Kratos Wealth Management, I believe your investment strategy should reflect not only your financial goals, but also your personal values. For individuals seeking to align their faith with their financial decisions, I offer guidance and education on values-based investing principles, including Biblically Responsible Investing (BRI).
My approach involves helping clients explore available options that support their convictions while maintaining sound financial planning practices. As with all investments there is no guarantee of performance, but Ido believe that aligning your portfolio with your beliefs can add meaning and clarity to your overall financial strategy.
Kratos Wealth Management, along with my strategic partners of knowledgeable financial professionals who are committed to helping you achieve your financial goals, are committed to transparency, due diligence, and a fiduciary-minded approach that places your best interests first. If you're interested in learning more about how your investments can reflect your values, I invite you to start a conversation—no pressure, just guidance.
Incorporating a social objective or other non-financial objective into investment decisions may result in investment recommendations that are not focused on maximizing a financial return.
Generational Vault
Generational Vault is a virtual safe-deposit box that allows you to upload important documents and view financial information. It includes three dynamic components: a secure portal to pass and store confidential financial documents, a review of investment values, and snapshots of your financial assets and expenses, to help you see your financial picture. All data is secured with an SSL Certificate that uses a 2048-bit public encryption key, one of the strongest available.
Generational Vault provides:
Appointment management
Financial reporting
Online vaulting and storage
Easily view your uploaded information 24/7 from anywhere you have internet access. Additionally, this tool may help you make decisions about budgeting and your assets to achieve financial success.
