KOLO CAPITAL

Overview

Kolo Capital is an independent, sole-proprietorship registered investment adviser serving individuals and families, with a client focus that includes small-business owners. The firm manages portfolios on a discretionary basis and charges fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity is centered on equity exposure, with a stated preference for exchange-traded equities. The firm does not profile itself as an ESG investor and operates as a single-state adviser. Kolo Capital does not act as a capital allocator to affiliated fund vehicles; instead it appears to use third-party managers for alternative exposures and standard pooled funds for core allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices