Professional Investment
Management
Redefined
We combine institutional expertise with advanced technology to deliver sophisticated investment management previously exclusive to large institutions.
Our mission is to democratize access to professional-grade portfolio management through innovation, transparency, and unwavering commitment to our fiduciary duty.
Leadership Team
Adrian Cravioto
Founder & Chief Investment Officer
MBA Finance, CFA Charter
Former institutional portfolio manager with 15+ years experience in quantitative investment strategies and financial technology.
Expertise
Sarah Chen
Head of Technology
MS Computer Science, Stanford
Former Google engineer specializing in machine learning and financial systems architecture.
Expertise
Marcus Rodriguez
Chief Risk Officer
PhD Economics, MBA Risk Management
Former JPMorgan risk management executive with expertise in portfolio risk and regulatory compliance.
Expertise
Our Principles
The foundation of our investment philosophy and client relationships
Fiduciary Standard
We are legally and ethically bound to act in your best interests at all times
As a registered investment advisor, we adhere to the highest fiduciary standard
Transparency
Clear, honest communication about fees, risks, and investment methodology
No hidden fees, complete disclosure of investment processes and potential conflicts
Innovation
Leveraging cutting-edge technology to enhance investment outcomes
Continuous advancement in AI, machine learning, and portfolio optimization
Professional Excellence
Institutional-quality service and sophisticated investment management
Team of experienced professionals with deep expertise in finance and technology
Our Journey
Building the future of investment management through innovation and excellence
Company Founded
KTR Investments established with mission to democratize institutional-grade investment management
SEC Registration
Became registered investment advisor, establishing fiduciary responsibility to clients
Technology Platform Launch
Launched proprietary AI-powered portfolio optimization platform
Institutional Partnership
Formed strategic partnerships with leading custodians and technology providers
Advanced Analytics
Introduced sophisticated risk analytics and behavioral portfolio optimization
Platform Evolution
Launched next-generation platform with enhanced AI capabilities and institutional features
Ready to Experience Professional Investment Management?
Join sophisticated investors who trust KTR Investments for professional portfolio management backed by institutional-grade technology and fiduciary commitment.