Investment Management

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Your Own Portfolio

Our financial advisory firm is deeply committed to in-house research and our hands-on portfolio management for each client done by Ryan Krueger & Mike Catalano personally – no exceptions.

Our co-founders designed the firm’s repeatable process of selection and strict disciplines they use in their personal accounts for their own money.


All accounts managed by K&C are held in your name, in your own account.


As professional money managers through multiple market cycles, their simple promise remains the same today – to share it all with the families they serve.

How Much Is Enough?