Our Services

At KR Financial Services., we have built our reputation by managing investment portfolios for individuals and institutions with substantial assets. Today, we manage assets for investors who rely on our experience to assist them in achieving their individual financial objectives.

As an independent Registered Investment Advisor, we offer

  • Objective analysis and advice based solely on the needs of each client
  • Personalized programs tailored to each individual client
  • Market knowledge and professional management experience
  • Asset Management
  • Investments
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Risk Management

Integrity and Sound Advice

In some investment firms, commissions are accepted by the investment manager for sales of particular products, making it problematic -- for the client -- to obtain reliable, unbiased advice. In contrast, KR Financial Services. provides fee-based portfolio management services only. Our fees are based on assets under management, not on how many trades we make.

Therefore, our loyalty clearly lies with our clients, rather than with specific investment products. The result is investment advice management that is completely independent and objective -- advice based solely on the merits of the investment viewed in light of the financial profile of our client.

KR Financial Services. prides itself on service. Since most of our new business comes from client referrals, we know we are succeeding.

Firm principal, Jeffrey Koch, states "We believe in honesty as the pillar of our business. We treat our clients with integrity and confidentiality, and we hit a lot of singles that total up to good scores. In other words, high quality, diversified portfolios, that tend to perform exceptionally well while keeping risk to a low level."

DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE."

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