NORMAN KRAMER INVESTMENTS, INC.

Overview

Norman Kramer Investments, Inc. is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm runs accounts on a percentage-of-AUM fee model and shows a clear preference for publicly traded equities, allocating the bulk of client assets to exchange-traded securities. Its client base is concentrated and high-net-worth by count — the firm manages a relatively small number of relationships with meaningful per-client balances, which supports a tailored, account-level approach typical of separately managed account (SMA) programs. Investment activity centers on equity exposure delivered via listed instruments and pooled vehicles. The firm does not report active ESG integration and is not positioned as a multi-state or pension consultant adviser. Portfolio construction appears focused on liquid, tradable instruments and tax-aware management opportunities available through custodial platforms.

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Public Holdings

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Location & Offices