| Louis Kravitz founded the firm Louis Kravitz & Associates in 1977. Since then, Kravitz has made a name for itself designing and administering employer-based retirement plans. The firm is the largest independent actuarial consulting firm on the West Coast.
In 1995, Lou's son Daniel Kravitz joined the firm, and in 2004, he became President, bringing with him a new vision for the firm in the rapidly transforming field of retirement plans.
Dan and Lou also decided to form a sister company to better serve their clients by providing unbiased investment advisory services. They enlisted the help of Steve Sansone and Mark Davis to form Kravitz Davis Sansone ("Kravitz"), a Registered Investment Adviser.
In 2008, Kravitz along with partner
Payden & Rygel, launched an investent strategy designed exclusively for Cash Balance Plans. The Payden/Kravitz Cash Balance Plan Fund is the first and only mutual fund designed exclusively for Cash Balance Pension Plans.
It is designed to offer Cash Balance retirement plan sponsors and their advisors access to a strategic investment solution.
In 2009, to address a changing focus towards Cash Balance Pension Plans, the company was renamed Kravitz Investment Services dba Kravitz. |
