Kunath Karren Rinne Atkin - Investment Counsel

Client Services & Compliance

superior service is a priority at KKRA. Our professional team is committed to meeting the particular needs of every one of our clients.

EXPERIENCED PERSONNEL

Meaghan O'Leary, who directs our Client Service Department, has been with KKRA for two years.

Kathy Kuzeja, our Senior Portfolio Administrator, holds primary responsibility for coordinating the administrative affairs of our clients’ portfolios and has been with the firm for eight years.

Pamela Creitz-Peppan, CPA-Inactive, our Controller, has been with the firm for over twenty-one years.

LeAna O. Alvarado, our Compliance Officer, has ten years of experience in the investment industry, seven of which have been with KKRA.

As a KKRA client, you can expect:

Emphasis placed on personalized service and timely communication, with an
immediate response to all client questions and concerns.

Development of comprehensive investment guidelines, including direct
communication with your accountants, attorneys, or other advisors

Detailed quarterly reporting, customized to suit your needs

Dual check and balance accounting system

Personal access to portfolio managers and client service personnel, with meetings
held at your convenience

Exceptional Reporting

KKRA's Quarterly Reports are recognized for their quality and inclusiveness. Each client receives one or more copies of our report, which details the current portfolio structure, intra-quarter changes in positions, asset allocation guidelines and performance.

For those clients that do not have the time to monitor the financial markets, our report highlights the quarter just ending, discusses in some detail the stock and bond markets, and presents our thinking on a cogent investment topic.

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