Our Services

At Krowten Equities, we believe in the power of personalized service. While the financial industry increasingly leans on standardized solutions, we remain committed to tailoring our expertise to each client's unique needs and aspirations. Our bespoke approach combines the wisdom of seasoned business leaders with innovative strategies, creating a result designed to give that wealth and legacy is managed with the attention and care it deserves.

Private Wealth Advisory

We offer private wealth management services designed to build, preserve, and maintain your legacy for future generations.

Investment Management

In addition to providing portfolio management services, we offer three distinct concentrated equity strategies to meet the investment objectives of our individual and institutional clients. Please contact us at info@krowntenequities.com for more detailed information and performance

Krowten Equity Income

  • Philosophy: High-quality, less volatile companies with strong balance sheets that pay an above-average dividend. The objective is to provide 4-5% annualized dividend yield with capital appreciation

  • Number of Holdings: 20-30 target companies

  • Investment Style: Value and Yield

  • Risk Parameters: Focus on companies with lower volatility profiles

  • Geographic Focus: Domestic US focus with a 10% maximum cap on international developed companies

Krowten Core Equity

  • Philosophy: Large-cap US companies with strong management teams, durable balance sheets, and a focus on above-average shareholder returns

  • Number of Holdings: 25-30 target companies

  • Investment Style: Size and Quality

  • Risk Parameters: Low tracking error versus the broader equity market with relative sector tilts

  • Geographic Focus: Domestic US focus with a 10% maximum cap on international and emerging market companies

Krowten Leaders

  • Philosophy: Investing in innovative growth companies that participate in secular growth and disruptive technological trends

  • Number of Holdings: 23-30 target companies

  • Investment Style: Growth and Momentum

  • Risk Parameters: Conviction-weighted; our highest-conviction ideas represent larger weights in the portfolio

  • Geographic Focus: Domestic US focus with a 10% maximum cap on international and emerging market companies

Family Office Services

We extend our own family office services expertise with other families and business partners to help navigate their complex needs and objectives. We treat your family like our family.