FAQs
Have a question?
We’ve compiled a list of answers to the most common questions we hear when new families are considering a relationship with Koios.
Koios is pronounced KOY-oss. The name comes from the Greek Titan associated with intellect, inquiry, and the questioning mind.
The name was intentional. Our founders first met more than 25 years ago at Janus Mutual Funds, another investment organization whose name drew from Greek mythology. When forming Koios, we wanted a name that reflected our shared history and the discipline we believe investment management requires: asking better questions, challenging assumptions, studying evidence, and applying judgment with care.
No. We aim to make our process clear and manageable, and we adjust our communication style to match each client’s comfort and interest level.
We operate on a transparent, fee-only model. As fiduciaries, we are legally and ethically obligated to act in our clients’ best interest.
Yes. We collaborate with clients’ professional teams and can also introduce specialists from our network where appropriate.
We begin with a discovery conversation to understand your goals, challenges, and priorities. From there, we design a personalized roadmap intended to align with your values and long-term objectives.
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.