We work closely with individuals, families and institutions to implement wealth and investment strategies that...
DELIVER CLIENTS TO THEIR GOALS
MAXIMIZE WEALTH CREATION
PROTECT FOR AN UNCERTAIN FUTURE
As an independent registered investment advisor we offer conflict free advice and serve as a fiduciary when managing your investments.
Kairos: That moment when
vision, bold action & opportunity
converge to achieve extraordinary accomplishment
Everybody wants long term investment success, but their success has been blocked by an investment industry that was never designed for them. People are frustrated and confused about who to trust and how to invest. What to do seems either overly complex or too simplistic to be effective, and that's by design. We understand and have a plan.
We founded Kairos Capital Advisors because many conventional investment "wisdoms" are wrong and insufficient for preserving and building real long-term wealth. To build wealth investors must be expert asset allocators knowing when and how to expose capital to rising asset classes and, more importantly, when and how to protect capital from asset classes in sustained decline.
Conventional investment strategies and financial advisors often fail to do this. Industry tenets such as "Buy and hold," "Static asset allocation" and "Age based asset allocation" trap investors in losing asset classes or prevent them from having sufficient exposure to winning asset classes.
We help clients build real, long-term wealth by breaking from flawed industry traditions and tranquilizing narratives.
THE BIGGEST DRIVER OF PORTFOLIO RETURN IS ASSET ALLOCATION, AND MOST INVESTORS DO IT INCORRECTLY
If you knew that 90% of your investment success would come from just one thing, wouldn't you focus your time and effort on making sure you got that thing right? Wouldn't you find professionals who excelled in that one thing?
Most investors do not.
Asset allocation has been shown to determine 90% of the volatility of investment returns and over 90% of the level of investment returns.
So why do investors have asset allocations based on arbitrary factors like one's age? Why are investors trained to adjust asset allocation only quarterly or annually (or whenever their advisor schedules a meeting?). From robo-advisors to traditional financial advisors to institutional investment committees, asset allocation is usually done using flawed theories about how economics and markets work.
We believe our clients' investments are too valuable to be left to such dangerously flawed notions.
Your asset allocation needs to shift when economic conditions and policies do if you want to maximize long term wealth and minimize painful portfolio losses.