KRB AND ASSOCIATES, INC

Overview

KRB And Associates, Inc. is a small, fee-based advisory firm that emphasizes fixed-income portfolio management. The firm’s advisory mandate covers both individual and small-business clients as well as business and institutional accounts, and it provides ongoing portfolio management rather than functioning primarily as a capital allocator. KRB’s stated fee structure is flexible: it charges a percentage of assets under management alongside the option of hourly or fixed fees, which suggests it can serve one-off planning engagements as well as ongoing advisory relationships. Investment activity is concentrated in investment-grade corporate debt and other fixed-income instruments. The firm does not report active environmental, social or governance (ESG) investing, and it is not registered as a multi-state adviser. Its model appears to be conservative and income-focused, using bond holdings and corporate debt exposure as the core of client portfolios while supplementing with mutual funds where appropriate for diversification and implementation efficiency.

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Location & Offices