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Our Firm


KALYX is an ancient Greek word meaning the protective outer layer around a plant or flower that provides the opportunity to grow, and eventually bloom.

This inspired the name for KALYX CAPITAL MANAGEMENT. It is our goal to help our clients manage their portfolios and grow their investments so that life and retirement allow for the best opportunities available to each individual.

We are a full-service financial firm committed to helping people pursue their financial goals. At Kalyx Capital Management, we provide a wide range of services including personal and company investments, retirement planning, and financial advising. We understand that trust is a necessity within our business which is why we believe it is so important to establish a foundational relationship with you, our client. We want to get to know you, what you desire for your future, and understand your risk tolerance so that we are able to provide exceptional service. We believe you will be better able to identify your goals and make sound decisions when provided with sensible financial information.

Please call us if you have any questions about our firm or the range of financial advising and services we provide. Our firm has a relationship with a variety of financial services companies, providing the opportunity for us to better meet the needs of our clients, in a more cost effective and time efficient manner.

We are here to help you identify and address your goals.


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