A Private Wealth Office Built for Depth

Koios is built for entrepreneurs, executives, and families who want an investment relationship equal to the complexity and importance of their capital.

Clients work directly with experienced investment professionals who integrate institutional research, proprietary strategies, and entrepreneurial perspective within one disciplined investment framework.

Our Purpose

Capital, when built through effort and risk, deserves to be managed with equal seriousness. Our purpose is to bring clarity, rigor, and long-term discipline to capital management so that wealth built through entrepreneurship can be stewarded with the same strategic mindset that created it.

Joel Fortney, CFA, CPWA

Chief Investment Officer

OUR APPROACH

What Makes Koios Different

Much of the wealth management industry is organized around product selection, benchmark comparison, and fragmented planning silos. Koios takes a different approach, integrating strategic asset allocation, macroeconomic awareness, and risk-aware portfolio construction within one unified investment framework.

We are investors first. Advisors second. We offer investment-led advice and direct access to senior decision-makers with CFA®, CPWA® and Ph.D. expertise.

We believe disciplined investment management requires structure, alignment, and long-term thinking, not product distribution or reactive decision-making.

Strategic Asset Allocation

Long-term portfolio construction driven by macroeconomic awareness, valuation discipline, and global diversification.

Risk-Aware Portfolio Positioning

Portfolios designed to adapt thoughtfully across economic cycles, volatility regimes, and changing market conditions.

Integrated Advisory Support

Coordinated planning discussions surrounding business transitions, liquidity events, estate changes, and long-term capital stewardship.

One Unified Framework. One Team

A disciplined investment process integrating strategic allocation, tactical positioning, and thoughtful portfolio implementation.

WORKING WITH KOIOS

Built for Investors Managing More Than Portfolios

Koios is designed to serve entrepreneurs, executives, families with concentrated wealth, and allocators who seek direct access, clear thinking, and a disciplined approach to capital allocation.

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100%

Entrepreneurs, executives, and high-net-worth families

$1M+

Average account balance

Led by investors, operators, and advisors with experience across markets, business ownership, and long-term capital stewardship.

Our Team

PERSPECTIVES

Latest Research

Market Perspectives

Owning the AI Build-Out

September 24, 2026

Market Perspectives

The Real Estate Portfolio That Evolves

September 2, 2026

View All Perspectives ->

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Koios Private Family Offices and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Koios Private Family Offices an Investment Advisor in the State of Iowa. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Iowa or where otherwise legally permitted.

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