A complete list of active advisors currently associated with Kairos Capital Advisors, LLC

Warmer can help you find a great advisor at Kairos Capital Advisors, LLC or one who fits your needs even better.

Kairos Capital Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations and retirement plan sponsors, advising approximately $33 million for about 25 clients. The firm operates on a fee-only basis and also offers non‑discretionary retirement plan consulting services that include investment policy statement development, monitoring, and QDIA selection assistance. The investment approach is a top‑down, economic and government policy‑driven dynamic asset allocation process that implements a “model portfolio” across six asset classes (Cash, Commodities, Domestic Equities, Foreign Equities, Fixed Income and Real Estate) primarily through low‑cost index ETFs; allocations are reviewed daily and can be shifted to cash when the adviser deems risk‑adjusted opportunities unattractive. Kairos uses a mix of charting, fundamental, technical and cyclical analysis to inform allocations and manages all client accounts on a discretionary basis. Distinctive features include a single, experienced investment professional who conducts daily portfolio reviews and manages a relatively concentrated client base with a customary $500,000 account minimum (waivable in some circumstances). The firm maintains a strict no‑commission, no performance‑fee policy, custodies client assets at Schwab Institutional, does not vote client proxies (but will provide voting recommendations on request), and discloses a practice of providing preferential trading treatment to clients while noting most trades are ETF trades.

To learn more about the advisors currently working at Kairos Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.