Cramer & Rauchegger discusses Investment philosophy in Kiplinger Magazine
In "One Team, Twice The Benefits" Scott Cramer And Tom Rauchegger Talk About The Value Of Team Work And What It Takes To Build A Safe And Secure Financial Future
ORLANDO, Fla., July 15, 2013 /PRNewswire/ -- Cramer & Rauchegger, Inc., a firm specializing in retirement management, estate planning and wealth management, appeared in the June issue of Kiplinger Magazine's Florida edition in an advertorial highlighting the firm's unique investment philosophy and expertise.
"One Team, Twice the Benefits" featuring President Scott Cramer and Vice President Tom Rauchegger, begins by exploring how the two met playing soccer and how their teamwork and commitment on the field paved the way for their business model today: two is better than one.
"As a team practice we meet with every client together. Both Tom and I play an equally important role in the creation, implementation and maintenance of each plan, allowing clients to benefit from our collective expertise. This approach offers enhanced personal attention, higher quality service and sounder investment recommendations," said Scott Cramer. "We felt Kiplinger provided a great platform to showcase the value and benefits of having a team working on our client's behalf."
With a focus on advising high net worth clients who are retired or close to retirement the team seeks clients who value a safe and secure financial future and who can profit from its unique scope of services.
"There are many aspects of retirement planning— investment management, risk tolerance, income distribution, tax planning, estate planning— and all the pieces must work together in a coherent strategy," said Tom Rauchegger.
In Kiplinger, Scott and Tom also discuss how Cramer & Rauchegger has adopted the forward-thinking modified endowment model strategy based on those used by large and small institutions. This approach, which utilizes investments and asset classes that are not correlated to the market, seeks to reduce risks and maximize returns while keeping individual goals on course. Until recently, these types of investments have been largely unavailable to individual investors.
"The modified endowment model strategy provides access to more asset classes than the common stock and bond portfolio," added Tom Rauchegger. "This benefits our retired clients because it may reduce volatility and enhance returns."
Scott Cramer said, "Our clients need income and capital preservation for the rest of their lives—whether that's five, ten or forty years."
To see the full advertorial, please visit: http://www.cramerandrauchegger.com/i/Final_CramerRaucheggerASI.pdf
About Cramer & Rauchegger Inc.:
Located in Maitland, Florida, Cramer & Rauchegger, Inc., is a financial management and advisory firm specializing in retirement management, estate planning and wealth management. To learn more about the firm's investment philosophy visit http://cramerandrauchegger.com/. For additional information or to schedule an appointment please call 800-330-4433 or email [email protected].
SOURCE Cramer & Rauchegger, Inc.
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article