Kyso Financial

Kyso Financial LLC is a state-registered investment adviser that provides ongoing discretionary portfolio management to individuals, families and businesses. The firm offers three actively managed model portfolios (Growth, Dividend and Hybrid) as well as a customized ETF-based option and, per the most recent brochure, manages a small number of accounts with approximately $1.58 million in assets under management and a single advisory professional.

The adviser implements a fundamentally driven approach that blends growth and value strategies, with a long-term orientation for core positions while permitting short-term trading as conditions warrant. Portfolios are tailored to client objectives and may use income-producing securities (common and preferred shares, ETFs) or concentrated individual-stock selections depending on the chosen model.

Compared with many independent, single-advisor firms, Kyso discloses explicit use of hedging techniques and derivatives in separately managed accounts—most notably inverse ETFs within the Growth strategy—which can be used for tactical downside protection but also introduce additional complexity and execution considerations. The firm combines that more active, derivatives-capable stock strategy with a passive ETF alternative and is operated by a sole adviser who managed investments privately before registering the firm.