Kruse Asset Management, LLC

Kruse Asset Management provides discretionary and non‑discretionary portfolio management, financial planning and consulting to individuals, trusts, estates, family offices and select pension, foundation and corporate clients, and operates a wrap-fee advisory program alongside hourly and consulting arrangements. The firm manages assets for a modest client base with a small advisory team and delivers ongoing account reviews and reporting consistent with standard custodial platforms.

The firm’s investment process blends modern portfolio theory and asset-allocation modeling with proprietary quantitative equity models and a security‑ranking system, using third‑party data and backtesting to inform selections. It also employs technical indicators for longer‑term market‑timing adjustments, uses options and related derivatives in some strategies, and can incorporate interval funds, non‑public investments and special‑purpose pooled vehicles to provide alternative exposures.

Compared with many peers, Kruse Asset Management sponsors its own wrap program, offers optional performance‑based fee arrangements and, on a limited basis, commission‑based accounts, and has established private SPVs that may charge management and carry, effectively acting as a private‑fund vehicle manager. The firm also operates a Virtual Family Office that coordinates vetted external CPAs, tax and estate counsel (with negotiated revenue‑sharing) and periodically provides seminars and proprietary research subscriptions, arrangements that are less common among similarly sized advisors.