M. Kraus & Company

About M. Kraus & Company

<p>Fee-only and focused on individually selected stocks and bonds, M. Kraus &amp; Company has managed investment portfolios since 1996.</p> <p>Headquartered in Shelburne in the Burlington–Lake Champlain area, the firm works with individuals, non-profit organizations, small businesses, and retirement plans throughout Vermont and the surrounding region. It is an independent investment advisor that does not use commissions.</p> <p>For employer-sponsored retirement plans, M. Kraus &amp; Company can take on fiduciary roles as a 3(21) investment fiduciary and as a 3(38) investment manager. As a fiduciary, the firm provides investment management that matches each client’s financial circumstances and plan needs.</p> <p>As of 2026, the firm reports $0.5B in assets under management. One point that sets the firm apart is its emphasis on building portfolios with individually selected equity and fixed income securities rather than defaulting to packaged, commission-based products.</p> <ul> <li>Founded in 1996</li> <li>Fee-only, independent investment advisory firm</li> <li>3(21) and 3(38) fiduciary services for retirement plans</li> <li>Portfolio management using individually selected equities and fixed income securities</li> <li>$0.5B AUM (2026)</li> </ul>

Website: https://mkrausco.com

Founded: 1996