Our Services
EXPERT SOLUTIONS
Comprehensive Financial Services
At Kibo Capital, we provide a full spectrum of financial services designed to address your unique needs and help you achieve your most important goals.
Investment Management
Strategic asset allocation and portfolio management tailored to your financial goals.
Wealth Management
Comprehensive strategies to help you build, preserve, and transfer wealth.
Financial Planning
Detailed roadmaps to help you navigate life's financial milestones and challenges.
Retirement Planning
Strategies to help you prepare for and enjoy a financially secure retirement.
Tax Planning
Strategic approaches to minimize tax liabilities and maximize after-tax returns.
Estate Planning
Comprehensive solutions to protect your assets and legacy for future generations.
EXPLORE IN DEPTH
Our Service Details
Discover the comprehensive features and benefits of our financial services designed to meet your unique needs.
Investment Management
Our investment management service provides comprehensive solutions designed to optimize your portfolio performance while managing risk. We create customized investment strategies aligned with your financial goals, time horizon, and risk tolerance.
Personalized Investment Strategy
We develop tailored investment plans based on your unique financial goals, time horizon, and risk tolerance.
Diversified Portfolio Construction
We build well-diversified portfolios across asset classes, sectors, and geographies to manage risk.
Active Portfolio Management
Our team continuously monitors market conditions and makes strategic adjustments to optimize your portfolio performance.
Tax-Efficient Investing
We implement tax-efficient strategies to maximize your after-tax returns and minimize tax liabilities.
Regular Performance Reviews
We provide comprehensive performance reporting and regular reviews to keep you informed about your investment progress.
HOW WE WORK
Our Service Process
We follow a structured approach to ensure we deliver exceptional financial solutions tailored to your unique needs.
Initial Consultation
We begin with a comprehensive discussion to understand your financial situation, goals, and concerns.
Financial Analysis
Our team conducts a thorough analysis of your current financial position, investments, and future projections.
Strategy Development
We create a personalized strategy aligned with your specific goals, risk tolerance, and time horizon.
Implementation
Upon your approval, we execute the strategy with precision and attention to detail.
Ongoing Management
We continuously monitor and adjust your financial plan as markets evolve and your circumstances change.
Regular Reviews
We schedule periodic reviews to assess progress, make adjustments, and address any changes in your financial goals.
COMMON QUESTIONS
Frequently Asked Questions
Find answers to common questions about our services and approach to financial management.
Kibo Capital combines sophisticated investment strategies with personalized service. Unlike larger firms that may take a one-size-fits-all approach, we create truly customized solutions based on your unique financial situation and goals. Our team of experienced professionals is committed to building long-term relationships and providing exceptional service.
Our investment philosophy is built on strategic asset allocation, diversification, and disciplined risk management. We believe in evidence-based investing that combines fundamental analysis with technical insights. Rather than chasing short-term market trends, we focus on creating sustainable, long-term investment strategies aligned with your specific goals and risk tolerance.
We work with a diverse range of clients, including high-net-worth individuals, families, business owners, executives, and retirees. While our clients come from various backgrounds, they typically share a desire for sophisticated financial strategies, personalized service, and a long-term partnership with their financial advisors.
Yes, we typically work with clients who have investable assets of $500,000 or more. This minimum helps ensure we can provide the level of personalized service and attention that our clients expect. However, we evaluate each situation individually and may make exceptions based on specific circumstances.
We operate on a fee-based model, typically charging an annual percentage based on assets under management. This aligns our interests with yours, as our compensation grows when your portfolio grows. We believe this transparent approach eliminates potential conflicts of interest that can arise with commission-based models. We provide a clear fee schedule during our initial consultation.
We typically schedule quarterly reviews to discuss your portfolio performance and any adjustments needed to your financial plan. However, we can adjust the frequency based on your preferences and needs. Additionally, we're always available for ad-hoc meetings or discussions when significant life events or market changes occur that may impact your financial situation.
Ready to Get Started?
Contact us today to schedule a complimentary consultation with one of our financial advisors.