Our Story

When SineCera Capital opened its doors in June of 2019, there was one clear objective. Create an environment where high net worth individuals and families could find an independent advocate to stand between them and the droves of salespeople in the financial industry.

Our founder, Kevin Kaylakie, has spent the last 15 years of his career working with high net worth individuals and families. During this time a strong recurring theme unfolded with most every family…

A deep desire to have a trusted, collaborative partner who will help bring clarity, increase confidence, and maintain control when making decisions.

CLARITY

Families are seeking a trusted advisor who provides guidance on ALL aspects of their financial lives, not just their investments. Therefore, SineCera Capital provides:

  1. Advice and reporting on all of our client’s assets, delivered via leading edge wealth management technology solutions.

  2. Reasonable fees that are easily understood.

  3. The experience and knowledge to proactively identify problems and implement solutions.

CONFIDENCE

Families want to make financial decisions with the highest level of conviction. To provide this level of comfort, SineCera Capital will:

  1. Always act in the best interest of our clients, serving as a fiduciary.

  2. Seek to eliminate conflicts of interest.

  3. Accept no commissions or referral fees.

  4. Recommend only investments that serve a purpose for each individual client.

CONTROL

Our typical clients have achieved great success through hard work and the achievement of well defined goals. The last thing they want to do is give up control of the wealth and freedom they have provided. Understanding the context of decisions within a trust, tax, and investment landscape is extremely important. Our goal is to bring an understanding to clients, before they make estate, tax, and investment decisions

  1. Evaluate the liquidity in your investment strategy. How long can an investment partner “lock up” your assets? How does your cash flow align to the anticipated capital call structure?

  2. Illustrate who has access and use of the funds in an estate plan.

  3. Understand what constitutes a completed gift for tax purposes.

  4. Who has discretion over your investments decisions? Do you want them to have discretion?

THE OUTCOME:

SineCera Capital was created to be a trusted, decision-making partner for our clients with a purposeful focus on solutions and not sales pitches.