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Fulfilling one dream at a time through personally-balanced Private Wealth Services

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Fulfilling one dream at a time through personally-balanced Private Wealth Services in Lake Tahoe and Carmel.

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Page 1: Klaraos

Fulfilling one dream at a time through personally-balanced Private Wealth Services

Page 2: Klaraos

“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

Page 3: Klaraos

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

Page 4: Klaraos

“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

Page 5: Klaraos

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

Page 6: Klaraos

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

Page 7: Klaraos

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

Page 8: Klaraos

“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

Page 9: Klaraos

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

Page 10: Klaraos

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.