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About Us

ABOUT KO-ADVISORS

 

OUR PROCESS


Our Welcoming Procedures


Meeting new clients and bringing them into our practice is where we get to show our finest service. Our onboarding practices begin with a conversation and center around our clients' best interests. We're happy to answer any questions you have about what it's like to work with KO-Advisors as well as provide you with our regulatory disclosures (Form CRS, ADV, Reg BI).

Organize


We listen and work with you to bring together all the information needed to learn more about your needs, goals and expecations.

Formalize


With your input and information, we will create a comprehensive plan to address your personal needs. Before asking you to trust us with your business, we will have a transparent conversation about costs associated with implementing your plans.

Implement


We will guide you through the necessary procedures to get started on your plan. You have access to KO-Advisors in person, on the phone, web conference, and through our technology portals.

ProActive Review


The KO-Advisors Proactive Review process is a comprehensive review of each clients' unique goals and plans. Our review process follows fiduciary standards and utilizes the expertise of KO-Advisors and your outside team of CPAs and attorneys when applicable.

Proactive Review Objectives:


Process: We follow a systematic process incorporating fiduciary standards for service, portfolio management, and goals-based advice.

ProActive: Our ProActive Review Process ensures periodic oversight and monitoring. At a minimum, our team will provide ongoing, quarterly updates to you.

Team: KO-Advisors is happy to collaborate with your other personal and business advisors to ensure the implementation of your plans.

 

 


Feel Free to Contact Us
with Any Questions




  Our Location
6140 W Creek Rd, Suite 200
Independence, OH 44131

  Call Us
(440) 888-6884


  Email Us
Send us a message


  Hours
Monday-Friday
9am-5pm




Check the background of this firm on FINRA’s BrokerCheck



COPYRIGHT © 2020. KO-ADVISORS. ALL RIGHTS RESERVED.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: CA, FL, OH. Cambridge and ko-advisors, LLC are not affiliated.

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