klaraos
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Fulfilling one dream at a time through personally-balanced Private Wealth Services in Lake Tahoe and Carmel.TRANSCRIPT
Fulfilling one dream at a time through personally-balanced Private Wealth Services
“When you invest with us, we work with you
every step of the way to ensure complete
transparency of the processes and
disciplines we use, so you know what to
expect from each investment decision.” John J. R. Mueller, CIO and Founder
Why Klaraos?
Here at Klaraos, we are more than just “Wealth Managers” or “Financial
Advisors”. 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.
While the market is constantly changing, Klaraos is able to maintain an
investment model that includes layers of analysis and validation of current
market conditions. By closely examining the markets, our investment method
is effective and has the flexibility to prosper and protect in both long term
trending and short term trading range market conditions.
That’s why our clients come to us — to prosper in today’s financial
environment. With our guidance, our clients acquire a distinct understanding
that results in a calm, clear and well balanced perspective of their own
financial situation.
Clarity out of Chaos: Opportunity out of Uncertainty.
775.831.5546 EXT. 1 • KLARAOS.COM
“We understand that your life consists
of much more than worrying about your
finances; that is why it is our goal to
make your investing process as simple and
rewarding as possible.”
Sydney L. Parker, Client Officer
Strategic and sound advice
You will find that our investment approach is a tactical discipline that allows
allocation of your investments according to a current investment theme in the
business cycle.
Whether your funds are allocated in individual stock positions, Exchange
Traded Funds (ETF’s), or the many ventures that we have, your portfolio will
be carefully constructed to protect you from downside volatility while we
focus on delivering absolute results.
Our team strives to provide success to our clients through very dynamic and
tactical wealth care. We achieve this by offering a variety of exceptional
services — from asset protection to personal financial management — through
a professional and friendly atmosphere that is personalized and tailored to
meet your individual needs.
Clarity out of Chaos: Opportunity out of Uncertainty.
775.831.5546 EXT. 1 • KLARAOS.COM
Life Priorities
Asset Protection
KlaraosAsset Management
Tax Implications
Change Management
Estate Planning
“Our clients receive personally-profiled
and well-balanced lifestyle options for
their financial investments and wealth-
management needs through our many
Private Wealth Services.” John J. R. Mueller, CIO and Founder
Proven Private Wealth Services™
We know that your life revolves around more than just your investment world.
At Klaraos, we can help you prioritize key life decisions and simplify your
understanding of debt use, cash flows, asset purchases, expected investment
returns… and even the financial responsibilities that come with child planning.
Klaraos offers a large array of services that create a full service environment
for our clients.
And we’re not limited to only investing in the Bond and Stock Markets; we
look at all potential investments that include Real Estate holdings and Private
Placements to help minimize volatility in your overall portfolio while we
maximize returns.
We also provide advice on loans, umbrella insurance policies, insurance
provided by entity structures, and offshore private placement insurance to help
protect your assets and investments.
Clarity out of Chaos: Opportunity out of Uncertainty.
775.831.5546 EXT. 1 • KLARAOS.COM
“When appropriate, Venture funds are
incorporated into our clients’ overall
portfolios, which in return, allows us the
ability to better gauge our clients’ exposure
and to help them benefit from the current
weighting of investment strategy according
to the current stage in the business cycle.” Geoff S. Zahler, Klaraos Ventures Manager
Sophisticated investment opportunities
On a consistent basis, Klaraos is actively in search of private ventures and
opportunities that fit into the overall theme of investment; thus the birth of
proven vehicles for private equity investment and loan options outside of the
stock/bond market.
This new opportunity for our clients emerged during the recent real estate
financial crisis that has swept across Wall Street and Main Street. And it runs
parallel with our passion and commitment to look for investments that will yield
returns based on the cycle of the economy.
Clarity out of Chaos: Opportunity out of Uncertainty.
775.831.5546 EXT. 1 • KLARAOS.COM
Bringing clarity to the art of investment and venture management
775.831.5546 EXT. 1 • KLARAOS.COM
We realize that making individual financial decisions can be daunting especially within these economic times. That’s why we provide you with complete transparency for each investment, so you can be sure that each decision is aimed at meeting your financial goals while protecting you from potential risk and downsized volatility.
This consistent transparency within the many services we offer enables us to set ourselves apart from traditional financial firms or brokerage houses while allowing us to completely focus on our clients’ needs and to fulfill their lifelong dreams.