Our mission is to enable our clients to live life the way they have always dreamed of … without the stress that investment decisions can bring.
Our method is a dynamic and tactical discipline that is driven by current economic environment and conditions and designed through strategic business and credit cycles.
Why is this important to you?
As current conditions change, Klaraos is able to maintain the flexibility to maneuver through prosperous economic conditions and maintain the protection of our clients’ financial world during periods of asset destruction.
Our method, however, is not based on the principles of passive asset allocation; rather it is a tactical discipline that allows allocation of investments according to the current investment theme.
Our discipline includes layers of analysis and validation through a variety of key investing themes, nine business sectors, 209 business groups and appropriate individual holdings to construct the portfolio. Other key factors that play into this strategic analysis are bonds, currency, commodities and foreign markets.
With this investment structure comes two individual strategies: Clients who have liquid investable assets of $200,000 or greater will have their portfolio constructed with individual security purchases, individual bonds, as well as ETF (exchange Traded Fund) positions and private placements; individuals who have less than $200,000 of liquid investable assets will be placed in ETF positions rather than individual stocks.
The benefit of this discipline for our clients is that it delivers risk adjusted returns while limiting downside volatility (risk) all while creating a sense of transparency. Our transparency in our discipline provides awareness of the processes we use, as well as the knowledge of what is expected, from each investment within a portfolio. Because of our tactical approach to our discipline, our trading method is effective and has the flexibility to prosper and protect in both long term trending and short term trading range market conditions.
