THE KARRAS COMPANY, INC.

Overview

The Karras Company, Inc. is an independent, owner-operated registered investment adviser that serves high-net-worth individuals, families and institutional clients. The firm combines fee-based financial planning with discretionary portfolio management and selection of outside managers, positioning itself as a capital allocator that blends core public-market exposures with third‑party alternative managers. Its advisory activities explicitly include financial planning, portfolio management for both individuals and businesses or institutions, pension consulting and the selection of other advisers, which points to a hybrid model of in‑house management supplemented by specialist external managers where needed. Investment preference skews toward public funds and mutual funds as the primary building blocks of client portfolios, but the firm also maintains direct equity exposure via individual stocks and ETFs. The Karras Company uses ETFs — including its largest reported 13F position, the Invesco S&P 500 Equal Weight ETF — to obtain broad-market and strategic tilts while retaining flexibility to hold individual equities for active convictions, tax management or concentrated exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices