Kim Krause

Kim A. Krause, CFA®
Institutional Investment Advisor

515 E Las Olas Blvd

Fort Lauderdale, FL 33301-2351

About me

Background

I’m an Investment Advisor within the Foundations and Endowments Specialty Practice, and offer clients more than 25 years of investment management experience. The practice delivers comprehensive investment advisory, administration, planned giving, custody, trust, and fiduciary services to nonprofit organizations, administering assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities, and other nonprofits.

Having earned the Chartered Financial Analyst® (CFA®) professional designation, I advise clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results.

Education

MBA
Nova Southeastern University
BA
Florida State University

Personal Interests

I’m a graduate of Florida State University and earned my MBA from Nova Southeastern University. I volunteer my time with several local community organizations and am a member of CFA Miami.

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

To
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