Important Disclosures
Krause Capital (“Firm”) provides all investment advisory services through Concurrent Investment
Advisors, LLC (“Concurrent”), a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange
Commission (“SEC”). Concurrent provides investment advisory and related services for clients nationally.
Concurrent will maintain all applicable registrations, notice filings, and/or licenses as required by the
various states in which Firm and Concurrent conducts business, as applicable. Concurrent renders
individualized responses to persons in a particular state only after complying with all regulatory
requirements, or pursuant to an applicable state exemption or exclusion.
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the Website located at
krausecapital.com (“the Website”) or any of the information or services provided by the Firm and
Concurrent in connection with the Website. By using the Website, you acknowledge that you have read and
understood these Terms and accept to be legally bound by them. If you do not accept and agree to these
Terms, you are not an authorized user of the Website or any of the information or services provided by the
Firm in connection with the Website and should promptly terminate all use thereof.
The terms “you” and“your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
The Firm reserves the right to change, modify, add or remove portions of these Terms at any time for any
reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective
immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to
these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on September 1, 2026.
Risk Disclosures
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that
future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however,
guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the
underlying investments.
This Website is intended to provide general information about the Firm and its services. It is not intended to
offer or deliver investment advice in any way. Information regarding investment services is provided solely to
gain an understanding of our investment philosophy, our strategies and to be able to contact us for further
information.
Market data, articles and other content on this Website are based on generally available information and are
believed to be reliable. Neither the Firm nor Concurrent guarantees the accuracy of the information
contained in this Website. The information is of a general nature and should not be construed as investment
advice.
Please remember that it remains your responsibility to advise the Firm or Concurrent, in writing, if there are
any changes in your personal/financial situation or investment objectives for the purpose of
reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose,
add, or to modify any reasonable restrictions to our investment advisory services.
The Firm or Concurrent will provide all prospective clients with a copy of the current Concurrent Form ADV
Part 2A (“Disclosure Brochure”), Form ADV Part 2B (“Brochure Supplement[s]”) for the Investment Advisor
Representative, and Form ADV Part 3 (“Client Relationship Summary” or “Form CRS”) for Concurrent. You
may obtain a copy of these disclosures on the SEC Website at http://adviserinfo.sec.gov by searching for
Concurrent by name or its IARD number (323135). To request a free copy of these disclosure documents via
.pdf or hardcopy, please contact the Firm at info@krausecapital.com. You may also contact Concurrent compliance
at compliance@poweredbyconcurrent.com.
Privacy Disclosures
The Firm and Concurrent are committed to safeguarding the use of personal information of our Clients (also
referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy
Policy.
The Firm does not collect personal non-public information through this Website; however, the Firm and
Concurrent may collect information from you on application forms, agreements, profile or investment policy
statements, and other documents received or processed in relation to services we provide. We also may
collect information from other sources.We do not respond to “do not track” requests because we do not track you overtime or across third party
Websites to provide targeted advertising. We may track you across our Website to help us improve our
content.
We may use “cookies” and similar online technologies to keep, and sometimes track, information about you
regarding your usage of our Website. Cookies are small data files that are sent to your browser or related
software from a Web server and stored on your device. Cookies help us to collect information about your
usage of our Website, including date and time of visits, pages viewed, amount of time spent on our sites, or
general information about the device used to access the site, such as the browser used. You can refuse to
store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have
their own settings to manage cookies. If you refuse a cookie when on our Website, or if you delete cookies,
you may experience some inconvenience in your use of our Website, such as having to re-configure
preferences.
When you are on this Website you may have the opportunity to click-through to other Websites, including
Websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information
about you. We do not control sites operated by these entities and are not responsible for the information
practices of these sites. This Privacy Policy does not address the information practices of other Websites.
The privacy policies of Websites operated by third parties are located on those sites.
For a copy of the Concurrent Privacy Policy, please click HERE.
