Phone: 425.449.8665
Phone: 425.449.8665
In Ancient Greek, Kairos means the right or opportune moment, a moment of undetermined period of time in which something special happens. Greeks called Kairos the God of "the fleeting moment" when a favorable opportunity comes by; which must be grasped or else the moment is gone, never to be captured again.
Kairos Capital Management takes this same approach when managing our clients' investments. We look for long-term investment opportunities in financial markets. These opportunities can appear and vanish swiftly. Focusing on prudently matching these investment opportunities with the needs and risk tolerances of our clients is the cornerstone of our philosophy.
Regardless of the type of account--regular investment account, retirement account, living trust or complex trust--Kairos Capital Management has the knowledge, experience and resources to prudently and effectively manage our clients hard earned assets. Working with their estate planning and tax professional, Kairos Capital Management provides the needed investment management services to help meet the long-term financial and estate planning goals of each client.
The investment philosophy for all Kairos Capital Management accounts uses the Prudent Investor Rule as it's foundation. This Rule requires the monies of any portfolio to be invested as a "prudent investor" would. Each account will have an investment objective based on the Rule.
The Prudent Investor Rule is based on Modern Portfolio Theory. Simply put, it is a process of reducing risk in a porfolio through diversification both across asset classes and within these asset classes. The base assumption is that the investor desires the maximum possible return on their investment with the lowest possible risk. To desire a higher level of return requires a highter level of risk or assumed volatility of prices in their investment portfolio.
Determining the purpose of the account, distribution needs, time horizon and reviewing all other outside financial resources are crucial to the development of the investment objective. Once this investment objective is established, Kairos Capital Management will manage the account to this objective going forward. Building and maintaining the portfolio with high quality investments will help in trying to achieve the short and long term goals of each client.
Kairos Capital Management is a Registered Investment Advisor registered in Washington State.
Trustee services offered by either outside, independent or corporate trustee providers allows clients of Kairos Capital Management to receive trustee services whether an individual is acting as trustee or the client is in need of a trustee.
Contact us to further discuss your circumstances along with the options available.
Doug Eickerman is President and Chief Investment Officer for Kairos Capital Management, LLC; a wealth management firm offering investment counsel for affluent and high net-worth individuals, with more than 35 years of trust and investment experience,
Mr. Eickerman started his career at Bank of America Investment Management and Trust Services as Assistant Vice President and Portfolio Manager. He then moved to Baker Boyer Bank, serving as Vice President and Trust Investment Manager. Here he co-managed $500 million investments for the trust division. He independently managed both an equity and fixed income funds for corporate retirement accounts. As well, worked in manageing the asset allocation models, performing equity and fixed income research, economic analysis and handled trading activities.
Most recently, Mr. Eickerman served as Senior Vice President and Chief Investment Officer at BECU Trust Company where he helped establish and build the Trust Company from its inception to more than $150 million of assets under management. He served as Chairperson of the Trust Investment Committee, which reviews and approves all investment activity. He was responsible for the economic, stock, bond and mutual fund analysis. He developed, monitored and adjusted the asset allocation models for all account types including trusts (both revocable and irrevocable), IRA and investment management accounts. He worked with boards of charitable foundations developing their statement of investment policy and managing the funds according to these policies.
Mr. Eickerman is a graduate of Whitman College with a degree in Economics and holds the designation of Accredited Investment Fiduciary (AIF).
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
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