Links

Our Alliances

Through our partnership with BAM Advisor Services, LLC (BAM), we have the following alliances to help us better serve our clients.

• Dimensional Fund Advisors (DFA)
  Our structured asset class investment philosophy is translated by DFA into a pure, no-load mutual fund family, typically only available to large, institutional investors.
• Charles Schwab & Company
  Serves as our custodian and broker for client trades.
• Fidelity Investments
  Serves as our custodian and broker for client trades.
• AEGON Financial Services Group
  Enables access to DFA sub-accounts inside a no-load, low-cost variable annuity.

General Investment Sites

• The Internet Guide to 529 Plans
  Hosted by 529 Plan expert Joe Hurley, this site is a comprehensive and up-to-date information resource on 529 plans and related education investment options.
• William F. Sharpe's Home Page
  Sharpe was an early pioneer (and Nobel-prize winner) in Modern Portfolio Theory. Find his latest work here.
• The Efficient Frontier
  Produced by William J. Bernstein, The Efficient Frontier is an "on-line journal of practical asset allocation." Bernstein also is author of "The Intelligent Asset Allocator," a primer of portfolio theory for small investors and a principal of Efficient Frontier Advisors
• The Coffeehouse Investor Web Site
  A site created "to help people build wealth, ignore Wall Street and get on with their lives by making informed, intelligent investment decisions."
• Morningstar
  Need more fund info? Go right to the source.
• Fairmark Press Tax Guide for Investors
  Handy tax resources, including an alternate source for IRS tax forms.

Fixed Income Investment Sites

• Investing In Bonds
  Sponsored by The Bond Market Association, this site provides pricing and a great deal of other information about the bond market.
• Savings Bonds
  The US Bureau of Public Debt's online comprehensive source for savings bond information and link to purchase bonds online.
• SmartMoney Magazine Online
  Look for the Economy & Bonds link for information about the bond market and bond investing.
• The Federal Reserve
  Maintained by the Board of Governors of the Federal Reserve.
• The US Treasury
  Resources available from the US Treasury

Links to Web sites outside of www.kraftasset.com  and our Kraft affiliates are provided for your convenience. Kraft Asset Management, LLC makes no promises as to the quality of their information, services or products.