ABOUT KHLOE U. KAROVA, FOUNDER
University of Chicago Booth School of Business, MBA with Honors
Northwestern University, BA
CERTIFIED FINANCIAL PLANNER™
Since 1998, I have worked in the stock markets. Despite the turbulence of the past 20 years, I love my job. One thing that excites me about financial markets is that every few years the world we know transforms and everything we think we know just ain't so. In certain instances, some stocks may be less risky than some bonds. Surprisingly, some technology companies may be a better source of dividends than some industrial companies (however, dividends are not guaranteed).
Companies are changing and the financial products sold to investors are changing as well. Every year, there are new investment products and strategies that could potentially help or harm the consumer if they are not fully informed. There is no way around it, investing involves risk, including loss of principal.
At the heart of companies is innovation, but this innovation is constrained by outdated thinking. Traditionally, stock prices reflect management’s ability to create value for shareholders, but, in my view, eventually companies will likely be valued for their impact on the larger society. This is modern capital.
Emi Gjini
Financial Planning Assistant
Emi Gjini, CERTIFIED FINANCIAL PLANNERTM, assists the team in the creation and monitoring of financial plans. Prior to joining the team, Emi was an accounting professional with ten years of experience specializing in compliance and risk management and internal auditing. Emi holds a Bachelor of Science in Accountancy from DePaul University.
Laina Hall
Client Services Assistant
Laina assists in portfolio construction, monitoring accounts and conducts research on ESG investments. She is a graduate of Ohio State University where she majored in economics.
LOGAN SQUARE IS HOME.
CHICAGO IS THE CITY WE LOVE.
OUR CLIENTS ARE EVERYWHERE.
For clients outside of Illinois, we meet primarily via Zoom video conference.
Check out Khloe's credentials.
Find upcoming events and learn about sustainable ESG investing.
Let's talk (schedule a no cost call or Zoom).
Current clients can schedule a Zoom or office meeting here.
Listen to our podcast on investing and personal finances.
MAKE AN IMPACT
WORK FOR US
Do you possess top-notch analytical skills, but lead with your heart? Modern Capital Concepts is searching for talent with whom to partner, mentor and hire.
Full-time financial advisor and financial planning applicants should possess at minimum an undergraduate degree from a top school, passed the CERTIFIED FINANCIAL PLANNER™ exam and have leadership experience. The job will be tailored to the individual hired.
Interns should be a rising junior or senior from a top tier school with a minimum 3.5 GPA and excellent writing and math skills. We literally do not care what you majored in as long as you are smart and passionate about learning about investing.
Candidates should review the Work for Us pdf to apply and prepare for their interview with Khloe.
