Other Side Asset Management
Mitchel Krause, Managing Principal and CCO
Mitchel Krause · Managing Principal

Every market has another side.

A boutique investment firm built on integrity, prudence, and transparency, voicing all sides of the story so you can make fully informed decisions about protecting your wealth.

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30+
Years of experience
100%
Independent & fee conscious
Personalized
Legacy wealth planning
Raleigh, NC
35.7796° N / 78.6382° W
You don’t make decisions because they are easy; you don’t make them because they are cheap; you don’t make them because they are popular. You make them because they are right.
Rev. Theodore M. Hesburgh, C.S.C.
President Emeritus, University of Notre Dame
Mitchel Krause in conversation with two clients across a conference table
What we’re really protecting
Our Mission

A firm built to do the right thing.

To help individuals and families make life’s most important financial decisions with clarity, confidence, and purpose.

We believe investment, retirement and wealth transfer/legacy planning is about far more than managing investments. It is about understanding what matters most, protecting what you’ve spent a lifetime building, preparing for the retirement you’ve envisioned, and creating a legacy that reflects your values.

Every recommendation we make is guided by a simple question: if our roles were reversed, what would we want to know before making this decision?

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01 – 04

How we work

Discretionary, in-house models and Separately Managed Accounts, designed to mitigate risk, reduce fees, and preserve capital through every market position.

01

PhilosophyShoshin: Beginner's Mind

A Zen principle describing openness, eagerness, and a lack of preconceptions: the discipline of approaching every market as if seeing it for the first time.

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02

Our ProcessIt all starts with a plan

Before investments, taxes, insurance or estate strategy, there is a plan, and the plan is what decides which of those you actually need.

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03

Investment ApproachTrue risk management

The industry preaches staying fully invested. We question that reflex, using diversification and allocation with real risk management, not as a substitute for it.

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04

Income PlanningThe right tool for the moment

An over-reliance on any single familiar tool is a bias of its own. Income planning built around your life, not around one instrument.

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The consensus view

Stay fully invested. Diversify. Ride it out. Trust that the board never really changes.

It’s the story the financial industry repeats most: comfortable, familiar, and rarely questioned.

The other side
初心

The board didn’t change. The position did.

We manage risk before we chase return, recalculate when the map goes stale, and protect what you’ve built. Capital preservation is not caution; it is conviction.

Why work with us

Eight core values, one standard.

Your trust is our lifeblood. Eight core values are our North Star, and every one is accountable to you.

The eight Other Side Asset Management core values arranged around a central hub: servant leadership, conviction, quality, accountability, integrity, discipline, gratitude, and transparency.
  1. Servant LeadershipThe client's interest comes first, and the firm's job is to serve it, not the other way around.
  2. ConvictionPositions taken because the analysis supports them, not because they are the comfortable consensus.
  3. QualityDepth over volume: the details of your full picture attended to, not a template applied.
  4. AccountabilityWe answer for our recommendations, and every cost and conflict is on the table before you decide.
  5. IntegrityDecisions made because they are right, not because they are easy, cheap, or popular.
  6. DisciplineA repeatable process applied consistently, especially when markets make it uncomfortable.
  7. GratitudeYour trust is the firm's lifeblood, and giving back is built into how we work.
  8. TransparencyThe full story, told plainly, including the parts the industry usually leaves out.
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Free consultation

Let’s look at your position from the other side.

A conversation, not a sales pitch. Bring your questions; we’ll bring all sides of the story.

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Publications
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Latest thinking

2026August 2026: The Audible

August 2026: The Audible

Every NFL coaching staff walks into Sunday with a game plan. Coaches spend the week studying film ... personnel packages ... formations ... tendencies ... down-and-distance probabilities. They dissect what an opponent has done, where they've had success, where they've struggled and, ultimately, construct a game plan they believe gives their team the highest probability of winning. There's just one small problem ... The guys on the other sideline have been doing the exact same thing. You can prepare for what you believe you're going to see. You can study historical tendencies and assign probabi…

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2026June 2026: Recalculating..

June 2026: Recalculating..

Recalculating If you’ve driven anywhere unfamiliar in the last decade, you’ve probably had the same experience. You enter a destination into your GPS, pull out of the driveway, and begin following the route. A few miles later, traffic builds unexpectedly … construction appears … an accident closes a lane … or maybe you simply miss a turn. Almost instantly, the GPS responds with a single word: “Recalculating.” What’s remarkable is what happens next … the GPS doesn’t become emotionally attached to the original route. It doesn’t insist that the first set of directions was correct. It doesn’t argue with reality….

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2026Working with outdated maps!

Working with outdated maps!

Working with outdated maps Many of our readers know that after spending most of our lives in New Jersey, my wife and I eventually moved down to Raleigh, North Carolina in 2012. What many don’t know is how we actually got here. A lifelong friend of mine, more like a brother than a friend, spent much of his adult life traveling alongside the foreign state department. Years ago, we asked both he and his wife a simple question: “If you could live anywhere in the world, where would it be?” Without hesitation, in complete unison, they answered: “Fuquay-Varina… Holly Springs,…

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2026Q1 2026: The board didn’t change; the position did!!!

Q1 2026: The board didn’t change; the position did!!!

The Board Didn’t Change… The Position Did Last month, we framed the environment through a game of chess … not because markets are a game—but because the analogy holds: The outcome is rarely determined by a single move … but by the position that move creates. We also noted: When pressure builds, it doesn’t create weakness—it reveals it. Over the past several weeks, the pressure has only intensified … geopolitical headlines have accelerated … energy markets have moved violently. Narratives have grown louder… and more certain … and yet—markets are higher! Which raises a simple question: If the story hasn’t…

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