Planning leads
Goals, obligations, timing, liquidity, and risk capacity establish the purpose of the portfolio.
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About Kairos & Our Team
01
About Kairos
Preparation before action
The right decision depends on the right sequence.
Kairos means the right or decisive moment—the point where preparation, judgment, and opportunity come together.
Kairos is a complete, independently engageable registered investment-advisory firm. Planning establishes the purpose of the portfolio; implementation follows a documented advisory process.
Advice is defined by the client’s written engagement. Kairos is accountable for the investment-management and financial-planning advice it provides, and client understanding and authorization precede implementation.
Sequence matters
Recommendations follow an orderly process built around the client’s circumstances and engagement.
Complexity must earn its place
Advice should be understandable, purposeful, and proportionate to the problem it solves.
Authorization precedes action
Responsibilities and decisions are documented before implementation.
05
Leadership
Accountability begins with people
Roles defined by capacity.
Kairos leadership roles are stated by firm capacity. Current registration and disclosure information remains available through IAPD.
President · Chief Compliance Officer · Investment Adviser Representative
James Fredrick Collins
James leads Kairos’s advisory work and compliance program.
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Chief Executive Officer · Assistant Chief Compliance Officer
Jason Michael Burton
Jason leads executive management, governance, and compliance administration. He is not an Investment Adviser Representative and does not provide investment advice.