Kriss Investment Group LLC is an independent fee only, SEC-registered investment design and management firm, with offices in historic Sausalito, CA.
Disclosure
Business Continuity
|
Our investment approach is principally based on Modern Portfolio Theory -- developed at Stanford and the University of Chicago. Simply put, broad diversification produces the same or higher total returns for less risk, as the financial crises has proven once again. This is why we emphasize disciplined asset class allocations, low expenses, and minimization of taxes and transaction costs -- not stock picking, hedge funds or market timing.
... More >
GENERAL DISCLOSURE
This site is only intended for clients and interested investors residing in states and countries in which Kriss Investment Group LLC is qualified to conduct investment advisory services.
Kriss Investment Group is an SEC-registered investment advisor located in Sausalito, California. Kriss Investment Group may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Kriss Investment Group's web site is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Kriss Investment Group at 415-289-0596 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Kriss Investment Group does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Kriss Investment Group representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.
SEE ALSO DISCLOSURES REGARDING:
Website Links
Website Content
Website Data
Copyright Notices
Back to Top
|
|
Morningstar's Market Barometer captures changes
in the US equities market by asset class --
small vs. large, value vs. growth.
| Broad diversification means looking across US equities, and beyond to global markets, bonds, real assets, and inflation-linked instruments. |
|
|
