Cratus Capital, LLC

Cratus Capital works with individuals, families and small business owners to provide discretionary investment management and on‑demand financial planning. The firm reports managing client portfolios on an assets‑under‑management fee basis for a small client base across multiple states and maintains a stated account minimum for new clients.

Investment decisions are guided by a written Investment Policy Statement for each client and a value‑oriented philosophy that emphasizes capital preservation and long‑term growth; portfolios are constructed mainly from individual stocks, corporate bonds, no‑load mutual funds and ETFs, with a noted concentration in fixed income. Research and portfolio oversight are proprietary and hands‑on: the firm documents due diligence, provides written research and quarterly reports, and monitors accounts on a daily basis with formal quarterly reviews.

What distinguishes the firm from many peers is the depth of its proprietary due diligence—regular conference calls and onsite visits with senior management of prospective investments—and an explicit avoidance of derivatives, mortgage‑backed securities and international sovereign debt. The firm also custodys client assets at Interactive Brokers, does not engage in wrap fee programs or soft‑dollar arrangements, and emphasizes client education and direct accessibility.