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Krueger & Catalano
The owners, Ryan Krueger and Mike Catalano, build each custom Income Plan together with your family or company as a team. K&C then goes to work for you implementing every piece of the plan and then managing your accounts actively from that point on, and communicating your progress transparently.
At every turn and challenge along the way, K&C provides solutions and walks hand in hand with you to make certain your plan is on track.
K&C is a family owned and operated firm. Everything was built from scratch, including our office building in Memorial, for clients to be treated as family - not in words but in action. Each in-house solution the two owners also use in their own personal accounts.
How much is enough?
You can finally discover how much in savings is definitively enough, to afford complete peace of mind from multiple income streams. Finding your number is not an opinion, it is math. We look forward to sharing the process with you when you are ready.
What We Believe
We left Wall Street for many reasons that we share candidly with any prospective client. We opened our own firm for one simple reason – to share with our family of clients exactly what we do with our own money and exactly how we do it. If they choose to hire us to do the same for themselves then we form a true team. We quite literally eat in our own kitchen every day....
The peace of mind dividend received from knowing a true Plan is at work for you trumps the performance of even the best investments inside it.
On an ongoing basis, K&C takes great care of every detail of how and what will make up your retirement income, so that you can focus exclusively on the WHY to be retired.
More time to spend in your own way is the most valuable asset of all.
Important Consumer Disclosure
Krueger & Catalano Capital Partners, LLC (“Krueger & Catalano”) is an SEC registered investment adviser located in Houston, Texas. Krueger & Catalano and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Krueger & Catalano maintains clients. Krueger & Catalano may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Krueger & Catalano’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Krueger & Catalano’s web site on the Internet should not be construed by any consumer and/or prospective client as Krueger & Catalano’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Krueger & Catalano. Any subsequent, direct communication by Krueger & Catalano with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Information presented is believed to be factual and up-to-date, but Krueger & Catalano does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio, and there are no assurances that it will match or outperform any particular benchmark.
For information pertaining to the registration status of Krueger & Catalano, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of Krueger & Catalano’s current written disclosure statement discussing Krueger & Catalano’s business operations, services, and fees is available from Krueger & Catalano upon written request. Krueger & Catalano does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Krueger & Catalano’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.