Kibo Investment Advisors LLC is a registered investment advisor founded in November 2022 and registered in 2026, located in Fort Collins, Colorado. Kibo provides customized investment management services to individuals, high-net-worth individuals, trusts, and families. Kibo uses a proprietary quantitative investment approach as the core of its investment process, incorporating machine learning algorithms, academic research, and an emphasis on companies with lower carbon exposure. Kibo primarily utilizes separately managed accounts consisting of publicly traded U.S. equity securities, alongside exchange-traded funds, mutual funds, bonds, and certificates of deposit when appropriate. Kibo serves as a fiduciary, putting client interests first. The firm generally requires a minimum relationship size of $100,000 to effectively implement its investment process.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for assets over $5,000,000 are negotiable. Household assets are aggregated.