A complete list of active advisors currently associated with Kakis Financial Services Inc.

Warmer can help you find a great advisor at Kakis Financial Services Inc. or one who fits your needs even better.

Kakis Financial Services, Inc. is a small, independent registered investment adviser that provides discretionary portfolio design and management primarily for individual clients and families, and also serves not‑for‑profit organizations and closely held businesses. The firm is a solo practice managing about $46 million for roughly three dozen client relationships. The adviser constructs portfolios around client needs with an emphasis on managing risk, using a risk‑tolerance questionnaire and client interviews to set asset allocation and making tactical reallocations and rebalancing as market conditions warrant. Portfolios typically include no‑load or load‑waived mutual funds, exchange‑traded funds, cash instruments and U.S. government securities, and the firm monitors risk statistics such as alpha, beta, standard deviation, duration and average credit quality (reported via Morningstar). A distinguishing feature is the firm’s affiliation with the principal’s CPA practice — the adviser’s related accounting firm provides tax, accounting and administrative services and may serve some of the same clients, a relationship the brochure discloses as a potential conflict of interest. Operationally the firm is fee‑only and requires use of Charles Schwab as custodian, and the sole adviser acts as his own supervisor in this small, fully discretionary practice.

To learn more about the advisors currently working at Kakis Financial Services Inc., 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.