Koios Private Family Offices, LLC

Koios Private Family Offices is an independent registered investment adviser that provides discretionary asset management and complementary financial planning to individuals, high-net-worth clients, and businesses. The firm operates as a small, family-office–style practice serving a very limited number of relationships, generally charges a percentage-of-assets fee, and typically requires substantial account sizes.

Koios constructs diversified portfolios using a mix of fundamental and quantitative analysis and employs both long- and short-term strategies with an emphasis on managing risk and reducing volatility. The firm manages accounts on a discretionary basis, conducts quarterly reviews, and includes financial planning services at no additional charge while relying on an institutional custodian for execution, research, and technology support.

Noteworthy aspects include an ownership structure that involves an academic economist who runs an economic-forecasting education business and principals with multiple outside business interests (management consulting, consumer products, and private real estate holdings), all of which are disclosed and overseen under the firm’s Code of Ethics and personal-trading reviews. The firm also manages each account separately rather than aggregating trades and does not vote client proxies, practices that differ from many peers and can affect trade execution and proxy handling.