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Fulfilling one dream at a time through personally-balanced Private Wealth Services


“When you invest with us, we work with you every step of the way to ensure complete transparency of the processes and disciplines we use, so you know what to expect from each investment decision.� John J. R. Mueller, CIO and Founder


Clarity out of Chaos: Opportunity out of Uncertainty.

Why Klaraos? Here at Klaraos, we are more than just “Wealth Managers” or “Financial Advisors”. Our mission is to enable our clients to live life the way they have always dreamed of without the stress that investment decisions can bring. While the market is constantly changing, Klaraos is able to maintain an investment model that includes layers of analysis and validation of current market conditions. By closely examining the markets, our investment method is effective and has the flexibility to prosper and protect in both long term trending and short term trading range market conditions. That’s why our clients come to us — to prosper in today’s financial environment. With our guidance, our clients acquire a distinct understanding that results in a calm, clear and well balanced perspective of their own financial situation.

775.831.5546

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“We understand that your life consists of much more than worrying about your finances; that is why it is our goal to make your investing process as simple and rewarding as possible.� Sydney L. Parker, Client Officer


Clarity out of Chaos: Opportunity out of Uncertainty.

Strategic and sound advice You will find that our investment approach is a tactical discipline that allows allocation of your investments according to a current investment theme in the business cycle. Whether your funds are allocated in individual stock positions, Exchange Traded Funds (ETF’s), or the many ventures that we have, your portfolio will be carefully constructed to protect you from downside volatility while we focus on delivering absolute results. Our team strives to provide success to our clients through very dynamic and tactical wealth care. We achieve this by offering a variety of exceptional services — from asset protection to personal financial management — through a professional and friendly atmosphere that is personalized and tailored to meet your individual needs.

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“Our clients receive personally-profiled and well-balanced lifestyle options for their financial investments and wealthmanagement needs through our many Private Wealth Services.� John J. R. Mueller, CIO and Founder

Life Priorities Estate Planning Change Management

Asset Protection

Klaraos Tax Implications

Asset Management


Clarity out of Chaos: Opportunity out of Uncertainty.

Proven Private Wealth Services™ We know that your life revolves around more than just your investment world. At Klaraos, we can help you prioritize key life decisions and simplify your understanding of debt use, cash flows, asset purchases, expected investment returns… and even the financial responsibilities that come with child planning. Klaraos offers a large array of services that create a full service environment for our clients. And we’re not limited to only investing in the Bond and Stock Markets; we look at all potential investments that include Real Estate holdings and Private Placements to help minimize volatility in your overall portfolio while we maximize returns. We also provide advice on loans, umbrella insurance policies, insurance provided by entity structures, and offshore private placement insurance to help protect your assets and investments.

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“When appropriate, Venture funds are incorporated into our clients’ overall portfolios, which in return, allows us the ability to better gauge our clients’ exposure and to help them benefit from the current weighting of investment strategy according to the current stage in the business cycle.” Geoff S. Zahler, Klaraos Ventures Manager


Clarity out of Chaos: Opportunity out of Uncertainty.

Sophisticated investment opportunities On a consistent basis, Klaraos is actively in search of private ventures and opportunities that fit into the overall theme of investment; thus the birth of proven vehicles for private equity investment and loan options outside of the stock/bond market. This new opportunity for our clients emerged during the recent real estate financial crisis that has swept across Wall Street and Main Street. And it runs parallel with our passion and commitment to look for investments that will yield returns based on the cycle of the economy.

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Bringing clarity to the art of investment and venture management We realize that making individual financial decisions can be daunting especially within these

economic times. That’s why we provide you with complete transparency for each investment, so you can be sure that each decision is aimed at meeting your financial goals while protecting you from potential risk and downsized volatility.

This consistent transparency within the many services we offer enables us to set ourselves apart from traditional financial firms or brokerage houses while allowing us to completely focus on our clients’ needs and to fulfill their lifelong dreams.

775.831.5546

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