RETURNS
Discover our Client Service Commitment.
About Kaleo
For investors who have minimum household investable assets of $500,000, we provide a thoughtfully-crafted alternative to the usual mass market investment products. All of our research is done in-house by a dedicated team, and our investment management fees are purposefully competitive and transparent at all times. We also offer a number of additional services as a complement to our portfolio management.
KALEO FULL PERFORMANCE
KALEO A PERFORMANCE
Kaleo might be the key to making your investments matter.
Use our quick checklist to see if we’re a fit for you!
WE MAKE YOUR WEALTH MATTER
Reach out to our team to discuss how we can address your needs.
RETURNS
No matter the option that best fits your investment needs, our advice will always be based on informed opinions. We communicate and evaluate these opinions on a regular basis with the same rigorous level of research applied to each portfolio that we manage.
Discover our Client Service Commitment.
About Kaleo
For investors who have minimum household investable assets of $500,000, we provide a thoughtfully-crafted alternative to the usual mass market investment products. All of our research is done in-house by a dedicated team, and our investment management fees are purposefully competitive and transparent at all times. We also offer a number of additional services as a complement to our portfolio management.
KALEO FULL PERFORMANCE
KALEO A PERFORMANCE
Kaleo might be the key to making your investments matter.
Use our quick checklist to see if we’re a fit for you!
WE MAKE YOUR WEALTH MATTER
Reach out to our team to discuss how we can address your needs.