R. Karras, Asset Management & Planning, LLC.
Robert Karras, CFP®, CLU®, ChFC®

CONNECT

Address:

5005 Rockside Road
Suite 600
Independence, OH 44131

Phone:

216-573-3788

Fax/Other:

216-573-3786

Asset Management

Asset management  is defined as the systematic process of long-term maintenance of assets, with the objective of bringing out the best results from the assets. It is the process of handling investment instruments in such a manner so that it can help in achieving the desires or set investment goals of the investor.

A risk profile is created to reveal the level of risk suitable for each individual client. R. Karras, Asset Management & Planning, LLC invests each client's assets based on an individual design for that client's risk assumed.

While each portfolio may be unique in nature with holdings, it will represent an overall asset allocation of our core benchmark portfolios.

Assets and allocations are monitored and adjusted accordingly when conditions cause allocations to divest from the benchmark portfolios.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck