Klaraos

Klaraos is a State Registered Investment Advisory firm based in Incline Village, Nevada, that specializes in wealth management and private wealth services. Our mission is to enable our clients to live life the way they have always dreamed of, without the stress that investment decisions can bring. Klaraos' prefers an active investment method that is a dynamic, tactical discipline driven by the current economic environment and conditions; using the stages of the business cycle and credit cycles. As current conditions change, Klaraos is able to maintain the flexibility to maneuver through prosperous economic conditions as well as protect our clients' investments during periods of asset destruction. Our methodology is based on a tactical discipline that allows allocation of investments according to the current investment theme. Our discipline includes layers of analysis and validation through investing themes, 9 overall business sectors, 209 business groups, finally trickling down to individual holdings to construct the portfolio. Other key factors that play into the analysis of portfolio construction are bonds, currency, commodities and foreign markets. With this investment structure comes two individual strategies. Clients who have liquid, investable assets of $100,000 or greater will have their portfolio constructed with individual security purchases, individual bonds, as well as ETF positions and private placements when appropriate. Individuals who have less than $100,000 of liquid investable assets will be placed in ETF positions rather than individual securities. The benefit of this discipline for our clients is that it delivers risk adjusted returns while limiting downside volatility (risk) all while providing transparency. Our transparency in our discipline provides awareness of the processes we use, as well as the knowledge of what is expected from each investment within a portfolio. Because of our tactical approach to our discipline, our trading method is effective and has the flexibility to prosper and protect in both long term trending and short term trading range market conditions.