Kraematon Investment Advisors, Inc

Kraematon Investment Advisors, Inc. is a registered investment advisor founded in January 1997 by Gregory Clinton, who serves as the President and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, and estates, acting as a fiduciary to clients. Services include wealth management and investment management, with a focus on customized solutions and long-term investment strategies. The firm primarily utilizes fundamental analysis to develop investment strategies, with a commitment to transparency and client communication. Kraematon Investment Advisors has a minimum account size requirement of $100,000 and manages $183,257,221 in client assets as of December 31, 2024. Fees for advisory services are based on a tiered structure ranging from 0.50% to 1.00% of assets under management. The firm does not charge performance-based fees or participate in wrap fee programs. Clients' assets are held at a qualified custodian, Fidelity, and KIA does not accept or maintain custody of client funds. Gregory T. Clinton, CFA®, the President and Chief Compliance Officer, has a Master's degree in Financial Management and a Bachelor's degree in Finance. He has a clean disciplinary record and is dedicated solely to the investment advisory activities of KIA's clients. The firm's Privacy Policy ensures the protection and limited sharing of clients' personal information, with transparency on how information is collected, shared, and protected. Clients have the right to limit the sharing of their personal information and can request a copy of the Privacy Policy annually.