Kondracki Advisory
  • The History of Kondracki Advisory
  • MoneyMorality®
  • Investment Objective
  • Investment Process
  • Model Portfolio & Performance (PDF)
  • Fee Structure
  • Custody of Assets
  • Quarterly Commentary & Opinion
  • Articles by Chris Kondracki
  • Client Login
  • Contact Us
  • Disclousure

Sign up for portfolio updates and Quarterly Commentary


Email
Please enter a valid email address.


Submit

Kondracki Advisory linkedin|REFER FRIENDS AND FAMILY|CLIENT LOGIN|CONTACT US|DISCLOSURE

The History of Kondracki Advisory, LLC

Following 25 years of experience working for several of the largest and most respected insurance and investment management companies, the investment management firm of Kondracki Advisory, LLC, (Kondracki Advisory) was founded in 2012.  Prior to launching the firm, our Principal and Founder, Chris Kondracki, was nationally recognized as a leader in the field of investment product distribution.  His clients were investment advisers, brokers and financial planners.

During those 25 years, Chris gained a deep understanding of a vast array of investment products and strategies.  He developed an investment approach which he felt would most benefit the investor from a total return perspective and respond to the investor’s desire to reduce risk.  Chris applied this knowledge to his personal investment portfolio which produced returns that were consistently superior to those of the market but with significantly less volatility, especially during the financial crisis of 2007–2008.

It became clear to our Founder that through his own firm, he could provide a valuable service for individual investors and families by managing investment accounts for them in a manner identical to his own.

Through referrals from our clients, the firm has grown considerably.  We manage investments for a diverse group of investors throughout the United States, including, but not limited to, many former colleagues, friends, family members, business owners, professional investors, and so many others to whom they have referred us.

Since inception, our composite total return has averaged a positive 9.92%*, per year, after fees.  Importantly, our excellent total returns have been achieved with nearly 40% less volatility** than the market, and with reduced risk to principal.

MoneyMorality® is the foundation of our firm and investment approach — an investment philosophy and process committed to exclusively investing in companies that provide significant and quantifiable benefits to society, have a decades-long history of creating value for their shareholders, and demonstrate respect for human life. The great news is that there are many wonderful companies that are trying to do the right thing by their shareholders and society, every day. Our clients can be proud of the companies in which they are invested.

Ours is not the only way to invest successfully, but we do believe that it is the better way — an approach that many investors thought was unavailable to them. It is a disciplined, focused, moral, low-cost option, where performance results can be outstanding.

Chris Kondracki, Principal and Founder, Portfolio Manager

*Composite Total Return through 12/31/2022
The Composite is comprised of 100% of the investment accounts managed by Kondracki Advisory, LLC meeting the minimum initial investment requirement and invested in our Value and Appreciation Model Portfolio Strategy over the measured timeframe.  **Volatility is measured by Composite Portfolio Beta. The performance calculations have not been audited by any third party. Actual performance of client portfolios may differ materially due to the timing related to additional client deposits or withdrawals and the actual deployment and investment of a client portfolio, the length of time various positions are held, the client’s objective and restrictions, and fees and expenses incurred by any specific individual portfolio. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
Kondracki Advisory

Kondracki Advisory, LLC
Investment Management

190 Lincoln Street (Route 3A)
Hingham, MA 02043
781.556.5304 tel
781.556.5307 fax

© 2023 Kondracki Advisory, LLC

Kondracki Advisory
LLC Brochure
(Download PDF)
Download our brochure
  • Home
  • Client Login
  • MoneyMorality®
  • Investment Objective
  • Investment Process
  • Fee Structure
  • Custody of Assets
  • Quarterly Commentary
  • Contact Us
  • Disclosure