About Us

Paul R. Krause

CEO, Portfolio Manager

Education:

MBA Harvard University

BA Economics Brown University

Experience:

25 years as a financial advisor and portfolio manager with PaineWebber, Tucker Anthony, and RBC Wealth Management.

5 Years as CEO, Chief Investment Officer & Portfolio Manager with Krause Investment Advisory Group, LLC (KIAG) 

Affiliated with SagePoint Financial, Inc., member FINRA/SIPC, a registered investment advisor and independent broker/dealer - www.sagepointfinancial.com. 

Completed the CAN SLIM® Masters Curriculum and passed the CAN SLIM Masters Exam in January 2015 (See Experience with CAN SLIM tab for more information).

Possesses a 30-year complaint-free FINRA record.

Contact Us