Investment Management
Portfolio construction, implementation, monitoring, rebalancing, and reporting under a written advisory agreement.
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Investment Management & Financial Planning
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Advisory services
Purpose, scope, accountability
Advice connected to the larger financial picture.
Clients may engage Kairos for one or more services. Each service is governed by a written advisory agreement defining its scope, fees, responsibilities, and monitoring.
Integrated Advisory Planning
Planning connects the portfolio to goals, liquidity, retirement, taxes, estate considerations, and risk. Core planning is included for portfolio-management clients.
One-Time Financial Planning
A defined project with identified questions, assumptions, deliverables, fee, and completion event. Continuing monitoring is not implied after delivery.
Ongoing Financial Planning
Recurring planning and monitoring under a separate agreement and fee. Expanded planning may be included in qualifying portfolio-management relationships.
Retirement & Rollover Advice
Documented planning concerning employer plans, IRAs, retirement income, liquidity, distributions, and available rollover alternatives.
Business-Owner & Complex-Decision Planning
Advice concerning business value, liquidity, succession considerations, concentrated wealth, retirement priorities, and family obligations.
Fees, scope, and review cadence are defined in the client agreement and Form ADV. Kairos does not separately bill for planning already included in a portfolio-management engagement.
Kairos provides investment management and financial planning. It does not prepare tax returns, sell insurance, or draft legal documents.