Kipos Wealth

Kipos Wealth serves individuals (including high‑net‑worth clients), trusts, retirement plans and small business entities, providing comprehensive portfolio management, financial planning and ongoing retirement plan consulting for plan sponsors. The firm also facilitates access to third‑party money managers and does not impose formal account opening requirements.

The firm combines multiple methods of analysis — fundamental, technical, quantitative, sector and qualitative — and uses a broad toolkit that can include traditional asset allocation, alternatives, options, margin, short sales and tactical adjustments depending on client objectives. Portfolios may be managed directly or via sub‑advisors, and the firm oversees both discretionary and non‑discretionary accounts with periodic reviews and monitoring.

Distinctive features for a two‑advisor, recently formed firm managing roughly $107 million include an explicit ERISA fiduciary role for retirement plan work, an active due‑diligence program for third‑party managers, and the use of more sophisticated instruments and strategies (margin, options, shorting and alternative investments) that some peers of similar size do not routinely offer. The firm recommends Schwab as custodian and receives transition assistance and other support services tied to asset thresholds, and its representatives also conduct insurance sales — each of which the brochure discloses as potential conflicts managed under its policies.