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Klosters Capital
SEC-regulated
Registered investment advisor
Klosters Capital, LLC is an investment adviser registered with the US Securities and Exchange Commission, offering discretionary and non-discretionary investment management services to institutional and individual investors. The firm was established in October 2016 and is owned by Javier Rodriguez Ambles and Manuel Gomez. Klosters provides customized discretionary portfolio management services tailored to each client's investment objectives. Additionally, the firm offers non-discretionary consulting services for family wealth management and investment advisory consulting.
Klosters Capital's investment strategies include long-term and short-term purchases, investments in various asset classes, and may involve short sales, margin transactions, derivatives, and emerging markets. The firm focuses on asset preservation and capital appreciation through customized asset allocations and investment selections. Clients typically pay management fees based on a percentage of assets under management, with a minimum quarterly fee of $1,500. Klosters does not engage in performance-based fees and does not participate in wrap fee programs.
The firm does not accept custody of client funds or securities and does not have any disciplinary events. Klosters provides detailed information on its brokerage practices, investment discretion, voting client securities, and proxy voting policies. Clients are required to engage a third-party custodian for their accounts. Klosters Capital emphasizes transparency, ethical conduct, and client-focused investment strategies in its operations.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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