A complete list of active advisors currently associated with Klaraos, LLC

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

Klaraos, LLC provides portfolio management, financial planning, and consulting services to a mix of individual clients (including high‑net‑worth individuals), estates, corporations, pension plans, charitable foundations, trusts and one or more pooled investment vehicles. The firm offers both discretionary and non‑discretionary account management and delivers targeted consulting on topics such as estate and retirement planning and other non‑securities matters. The firm combines fundamental and technical analysis — including financial‑statement review, stock screeners and Elliott Wave charting — to develop individualized investment policies and construct portfolios across equities, fixed income, mutual funds, ETFs, options and private placements. Strategies range from passive, income‑oriented allocations to active, tactical management that may employ options, margin or short sales when consistent with a client’s objectives; accounts are formally reviewed at least quarterly and clients receive periodic reporting and cloud‑based access to account information. Klaraos is notable among similarly sized advisory teams for sponsoring and managing pooled investment vehicles and for operating affiliated entities that source and manage real‑estate assets and lending (including hard‑money and working‑capital lending to buyers of distressed residential property). These affiliated activities — including an affiliated consulting company that provides support services to funds at cost and the firm’s solicitation of investors into its pooled vehicles through a registered agent as required by Nevada law — are disclosed as potential conflicts of interest; the brochure also discloses a 2012 state order and fine related to prior solicitation practices.

To learn more about the advisors currently working at Klaraos, 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.