Kratos Wealth Management, LLC

WELCOME TO OUR SITE

Kratos Wealth Management, LLC (KWM) was created to provide customized investment strategies for High Net Worth individuals and their families. Our investment strategies are created together with our clients to ensure their expectations are met and their goals and objectives are suitably addressed. One of our servicing priorities is to stay in contact with our clients, keeping them involved in the investment process on a level with which they are comfortable.

KWM manages portfolios covering a wide range of objectives primarily focusing on moderate and aggressive growth strategies as well as capital preservation and income distribution. The principals of KWM possess a strong passion for wealth management and have created a unique multi-tiered approach for managing client portfolios.

In the past, investments could be selected by exclusively using corporate fundamentals or through technical analysis. However, in the world in which we live today, there are many other factors which can have a significant impact on investment decisions. KWM utilizes five distinct areas when evaluating potential investments. We define this exclusive process as the “Kratos Edge”:

Asset Allocation – KWM focuses their investment selections to particular sectors, industries and entities which we believe will outperform the overall markets.

Fundamentals – Thorough analysis is completed on specific security valuations and price target expectations. Corporate financials and evaluations are reviewed on a continuous basis.

Economics – Ongoing economic forecasts are created and maintained by KWM’s in-house Chief Economist.

Proprietary Technical Tools – Our own stock price modeling and back-testing analytics and technical factors including chart patterns, trend and volume analyses.

Geo-Political & Regulatory Considerations – Our existing KWM world-wide industry relationships are leveraged as well as utilization of on-the-ground political information. Additionally, KWM continuous evaluates International and Domestic regulatory issues which impact corporations and financial markets.

As a registered independent advisory firm, we are under no pressure or obligation to promote particular securities or investments to our clients and operate exclusively on a fee-based basis. Our only obligation is providing you with the advice and service you should expect from the professionals who manage your assets.

We look forward to working with you.

Dax Olsher, President
Michael Olsher Ph.D., Chief Economist

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