• MODERN CAPITAL CONCEPTS

    FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

  • MANIFESTO

    WE ARE IN THE MIDST OF A WOMEN'S REVOLUTION.

    WE SEEK TO EMPOWER WOMEN TO PURSUE SUCCESS HOWEVER THEY DEFINE IT.

    Our mission is to empower working women, professionals, academics and small business owners to establish positive financial behaviors, grow their wealth and pursue their life goals through an interdisciplinary approach combining financial education and personalized counseling.

     

    Our investment management style is growth with an emphasis on socially responsible investing and environmental, social, governance (ESG) themes. Our clients typically have a long-term investment time horizon.

     

    Modern Capital Concepts, Inc. is a benefit corporation financial services firm. We endeavor to maximize profits while seeking to fulfill our mission for the benefit of the communities in which we operate. We are committed to our community by sponsoring clinics for low-income residents and donating a portion of profits to community organizations.

     

    Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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    Financial Advisor and CERTIFIED FINANCIAL PLANNERTM

    University of Chicago Booth School of Business, MBA with Honors

    Northwestern University, BA

    Khloé is the founder and oversees financial planning, trading, research, and client service activities.

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    Financial Advisor

    The Ohio State UniversityTM, BA in Economics

    CFA Institute Sustainable Investing Certificant

    Laina assists in portfolio construction, monitoring accounts and conducts research on ESG investments.

  • HOW TO GET STARTED

    1

    Download

    2

    Schedule

    a call to discuss the service plan appropriate for you.

     

    Current clients can schedule a Zoom or office meeting here.

    3

    Prep

    for your first meeting by downloading and completing the cash flow balance sheet risk worksheets and email to us in advance. Review the Goals Worksheet.

     

    4

    Bring

    your financial statements (investments, insurance policies, tax returns, etc.) electronically (preferred) or in print. Use secure email or password protected zip file if transferring electronically.

     

    Financial Planning only clients. Review and sign agreement.

     

  • 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.

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    Check out Khloe's credentials.

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    Find upcoming events and learn about sustainable ESG investing.

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    Let's talk (schedule a no cost call or Zoom).

     

    Current clients can schedule a Zoom or office meeting here.

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    Listen to our podcast on investing and personal finances.

  • CONTACT US

  • 2020 ANNUAL BENEFIT REPORT

    Read our Annual Benefit Report to learn how we make an impact.

  • Financial planning offered through Modern Capital Concepts, Inc. a Registered Investment Advisor in the states of Illinois and Texas and separate entity from LPL Financial.

     

    Khloé U. Karova holds the Series 7 with LPL Financial and 66 license with LPL and Modern Capital Concepts. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, DE, FL, IL, IN, KY, MA, MD, MI, MN, MO, NE, NJ, NV, NY, OR, PA, SD, TX, VA, WA, WI

     

    Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, member FINRA /SIPC.

     

    LPL Financial Form CRS can be found here.

    Clients can call LPL Financial Client Service for assistance accessing MyAccountViewOnline: 800 558 7567.

    Tech Support is available for assistance with login related inquiries on Saturdays and Sundays from 9:00AM EST – 5:00PM EST.

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