Sign up for portfolio updates and Quarterly Commentary
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 9.94%*, per year, after fees. Importantly, our excellent total returns have been achieved with nearly 40% less volatility** than that of the stock 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
