Services
Managed Accounts
Let KYO take some of the stress out managing your portfolio. After completing our Investor Profile Questionnaire we’ll develop a strategy that’s right just for you. Although options are in our name, we will only seek out the investment vehicles best suited for your goals. One advisory fee covers the management service.
- Investment: $250,000+
- Annual Fee: [Call for fee/commission schedule]
Portfolio Guidance
Need a little help investing for retirement or other financial goals? Our advisors will evaluate your portfolio quarterly and annually to simplify your stock, options or futures investments. You will have real-time access to your account online to check balances, positions and place your own trades. Interested? Fill out our Investor Profile Questionnaire to get started.
- Investment: No Minimum
Institutional
Let KYO handle some of the administrative duties and daily challenges of investment management. Ideal for organizations that are trusts, endowments, charitable foundations, non-profit or small businesses with retirement plans. Get started by completing our Investor Profile Questionnaire.
- Investment: $250,000+
- Annual Fee: [Call for fee/commission schedule]
