Kibo Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kibo provides discretionary investment management and tailored advisory services to individuals, high-net-worth households, trusts, and families, primarily delivered through separately managed accounts. The firm manages portfolios composed mainly of U.S. equities and may supplement allocations with low‑cost mutual funds, ETFs, bonds, or CDs to meet client objectives.
The firm’s investment process centers on a proprietary quantitative approach that incorporates machine learning and academic research, with an explicit emphasis on companies exhibiting lower carbon exposure. Kibo notes it may employ relatively high portfolio turnover and active trading as part of its strategy and does not design its approach to maximize tax efficiency.
Noteworthy aspects disclosed in the brochure include the firm’s provision of individual portfolio management—an offering that is relatively uncommon among similarly sized registrants—and an explicit lack of private fund advisory services. The brochure also discloses an institutional relationship with a custodian that provides software and support to the firm and a principal who maintains a separate, full‑time academic appointment as an outside business activity.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - Negotiable: Negotiable
Account minimum: $100,000 Fee-only: Investment advisory fees based on assets under management calculated quarterly in arrears using a blended tier schedule; fees are negotiable over $5,000,001.
Main office
Fort Collins CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Kibo Investment Advisors · Kibo Investment Advisors LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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