A complete list of active advisors currently associated with Koios Private Family Offices, LLC
Warmer can help you find a great advisor at Koios Private Family Offices, LLC or one who fits your needs even better.
Koios Private Family Offices, LLC provides discretionary asset management and related financial planning to a small number of individual, high‑net‑worth, and business clients. The firm delivers ongoing portfolio management and may prepare comprehensive financial plans that address estate, tax, retirement, insurance and other personal planning topics at no additional charge. The firm’s investment process combines fundamental and quantitative analysis to construct diversified portfolios intended to manage risk and reduce volatility, using mutual funds, ETFs, equities and fixed income, with both long‑ and short‑term positions as appropriate. Koios operates with client‑granted discretionary trading authority, conducts quarterly account reviews, and relies on a single institutional custodian for execution and custody services. Distinctive features include a very small client base and assets under management relative to industry peers and a stated account minimum of $1,000,000 (which may be waived in some cases), reflecting a focused, family‑office style practice. Ownership and senior personnel have notable outside roles — including academic work and an economic‑forecasting education business, plus outsourced CFO and non‑investment commercial interests — and the firm discloses that it does not aggregate trades for accounts and does not vote client proxies, which may affect execution and proxy‑voting practices compared with many peers.
To learn more about the advisors currently working at Koios Private Family Offices, 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.
Name |
Location |
Years of experience |
|---|---|---|
Des Moines, IA
| 0
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