Mraz, Amerine & Associates

EST. AUM
$917,491,815

CONTACTS
2

CLIENT ACCOUNTS
1,289

Firm Details

Metro area San Francisco
CRD Number 158338
Website mrazassociates.com
Client types

Overview

Mraz, Amerine & Associates, Inc., commonly known as Mraz and Associates, is an independent, family-owned Registered Investment Advisory (RIA) firm founded in 2007 by David Mraz. The firm operates with a value-oriented investment philosophy rooted in the principles of Benjamin Graham, emphasizing long-term capital preservation and growth. They focus on rigorous, in-depth research to identify high-quality, undervalued companies, aligning their interests with clients by investing in the same assets they recommend. Mraz and Associates prioritize tax-efficient portfolio management, collaborating with in-house CPAs to implement strategies like tax-loss harvesting to optimize clients' tax outcomes. Their portfolio construction is concentrated, typically featuring 15–20 core investment ideas to ensure both focus and diversification. The firm prides itself on delivering personalized service, open communication, and a commitment to helping clients achieve sustainable financial success by avoiding speculative trends and focusing on intrinsic value analysis.

Platform Details

See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mraz, Amerine & Associates

Platform Details

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