Our Alliances

Kraft Asset Management, LLC is a member of the BAM ALLIANCE, a community of investors and advisors who’ve discovered a better way to take control of financial futures and achieve life’s most important goals.

Through our partnership with BAM Advisor Services, LLC (BAM), we have the following alliances to help us better serve our clients:

Dimensional Fund Advisors (DFA)
Our structured asset class investment philosophy is translated by DFA into a pure, no-load mutual fund family, typically only available to large, institutional investors.

Charles Schwab & Company
Serves as our custodian and broker for client trades

Fidelity Investments
Serves as our custodian and broker for client trades

Investment Sites

The Internet Guide to 529 Plans
Hosted by 529 Plan expert Joe Hurley, this site is a comprehensive and up-to-date information resource on 529 plans and related education investment options.

The Coffeehouse Investor Web Site
A site created “to help people build wealth, ignore Wall Street and get on with their lives by making informed, intelligent investment decisions.”

Need more fund info? Go right to the source.

Fairmark Press Tax Guide for Investors
Handy tax resources, including an alternate source for IRS tax forms.

Family Resources

The Simple Dollar: Guide to Securing Your Child’s Credit Future
The Simple Dollar: Guide to Securing Your College Student’s Credit Future Best Online Tutoring Best Scholarship Search Platform
Affordable Colleges Online: College Savings and 529 Plans
Affordable Colleges Online: Parent Support Guide
Affordable Colleges Online: Student Loan Guidebook

Links to Web sites outside of and our Kraft affiliates are provided for your convenience. Kraft Asset Management, LLC makes no promises as to the quality of their information, services or products.