Klesis Advisors, LLC

Overview

Klesis Advisors, LLC is an independent, individually owned registered investment adviser that serves primarily individuals and families on a percentage-of-AUM fee model. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a selector of other advisers — reflecting its role as a capital allocator that places client capital with external managers when appropriate. Klesis is not positioned as an ESG-focused manager, and it reports no pension consulting services or related-adviser relationships. The firm also lists a law firm among its industry affiliations.

Assets & Accounts

Investments & Alternatives