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Cratus Capital builds superior investment solutions for individuals by maximizing returns through the use of the best investment alternatives, minimizing all costs and preserving capital!! We have the two distinct advantages: We do very indepth research to find the best investment choices for our individual clients. We have decades of experience and are able to give institutional level research, discounted fees and daily attention to our individual clients!!
At Cratus Capital, we manage and advise investment accounts for individuals, families and small businesses. We currently have a variety of individual clients with a wide spectrum of return expectations and risk tolerance. We oversee both taxable and tax-free accounts, including individual IRAs and retirement plans. In addition to using mutual funds, we also invest and advise on individual stocks, bonds and other investment vehicles. Mr. Johnedis and his investment team have a strong background in managing municipal bonds and in other tax-efficient investments including ETFs for our taxable individual accounts. For taxable accounts, we avoid investing in funds with high turnover rates. These funds can generate capital gains distributions which can have hefty tax consequences to individuals.
Our investment approach is highly customized. We create an Investment Policy Statement for each individual client. We identify our clients’ particular return objectives and risk parameters as well as any specific restrictions. Diversification is a key factor in minimizing risk. Many individuals hold large portions of their financial assets in single stocks or mutual funds. We create an investment plan for every client to diversify and invest in uncorrelated assets.
Cratus Capital uses an independent and objective investment process to come up with superior investment solutions for all of our clients. We monitor the holdings of our individual clients on a daily basis and make appropriate changes as necessary. We report frequently to all individual clients and communicate any relevant information to them as it becomes known. Our clients are pleased that we take an anticipatory approach to investing rather than relying strictly on past performance results. We pay careful attention to minimizing all fees while maximizing investment returns and preserving capital for our individual clients! |
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