Caleo Capital N.A. provides independent investment management and financial planning services to individuals, multi-generational families, nonprofits, and retirement plans. Caleo Capital N.A. builds globally diversified portfolios using a tactical asset allocation approach that incorporates mutual funds, exchange-traded funds, independent managers, and alternative investments. The investment process begins by understanding each client's specific objectives and risk tolerance, which are documented in a personalized Investment Policy Statement. Caleo Capital N.A. also offers customizable Environmental, Social, and Governance strategies as well as separately managed accounts for clients seeking tailored holdings. In addition to portfolio management, Caleo Capital N.A. provides comprehensive or single-subject financial planning covering retirement, estate planning, tax strategies, and insurance analysis. Clients can work with Caleo Capital N.A. on either a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable and may vary based on client circumstances. The firm may also charge an annual flat retainer fee up to $25,000 for ongoing services.