Services
A hands on approach to growing your portfolio.
At Krull & Company, we specialize in three areas of service for our clients:
Socially Responsible Investment Management
We manage diversified investment portfolios for select individuals, institutions, businesses, non-profits and institutions with a focus on socially and environmentally responsible investments. Our minimum managed portfolio size is $250,000. For more information on how we manage these portfolios, please visit our Investment Strategy page.
Custom Responsible Portfolio Design
For clients who do not desire a managed portfolio, or who do not meet our $250,000 minimum, we offer custom designed socially and environmentally responsible portfolios on a retainer basis. We will take the time with you to design a portfolio based on your risk/return needs, using the principles of socially responsible investing.
Financial Planning
We offer comprehensive financial planning services to help guide you to your goals. From retirement to education, estate to business transition, we have the experience and training needed to create a plan with the best opportunity for success. For complex and intricate plans, our partner, Micah Porter of Minerva Planning Group is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™.
