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ABOUT

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We strive to bring solid investment returns to people around the world to help them prepare for any uncertainties life may present.

Kyso Financial, LLC is a state registered investment advisor founded in 2017.  The company focuses on building custom individual stock investment portfolios for our clients.  We engage primarily in the long term purchase of securities. Each company we buy is researched on a fundamental level and a buy decision is determined based primarily the fundamental suitability for the portfolio.  

 

The method in which we engage to pick stocks is known as Growth at a Reasonable Price (GARP).  This means we are looking for companies with mid to long term revenue growth trends which are also trading at a discount to what we determine to be fair value.  We also engage in short term trading of a long term position based on short term price fluctuations within an established trading range.  This is the basis of our buying and selling though methods may vary depending on the goals of the individual portfolio a client chooses to participate.  

Need more details? Contact us

We are here to assist. Contact us by phone, email or schedule a meeting.

Investment advisory services provided by Kyso Financial, LLC, a registered investment advisor.  This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. All content on this site is for informational purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party's informational accuracy or completeness.  Kyso Financial, LLC and its representatives do not provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances.

© 2022 | KYSO FINANCIAL LLC

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