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Kalyx Capital Management
- Financial Services
- Bend, OR
About this business
Location details
750 NW Charbonneau St #211, Bend, OR, 97701, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Back in 2017, like many of David's clients, I was sold a limited partnership fund called GPB Capital. The minimum investment was 50k. Fast forward, the fund is under a federal investigation as an alleged Ponzi Scheme. My original investment has never exceeded the 50k, far from it. Worse yet, after a November '21 sale of the fund, the K1 tax forms identify a capital gain...which my year-to-date taxes have me paying out over $7000 in additional federal taxes (5k for 2021 alone) for the priviledge of owning the piece-of-crap...... read more
I have been fortunate to work with Ben Petersen for over a decade now. During that time his willingness to take time to understand my particular and evolving needs and provide tailored advice has been refreshing. He demonstrates expertise on a wide range of investment options and strategies, and an ability to help you to select those that best fit your needs. Under his management my portfolio has seen consistent and outsized growth over the years. I would highly recommend his services to anyone looking for wealth management,... read more
Ben Petersen Knocked on my door in Bend, OR Over 10 years ago. I decided to move my accounts to him. What a great call! Ben is the most knowledgeable, calm, responsive individual. I trust everything he advises me on. He and his staff are amazing and again very responsive. I live in Boise now. Ben is still and will continue to be our guy!
I've had the pleasure of working with Ben Petersen as my financial adviser for several years now and I cannot recommend him highly enough. Ben's expertise and knowledge is truly impressive. He took the time to understand my financial goals and tailored a plan that was perfect for my wife and I. Ben was thorough in explaining all options available to us and simplified our investment choices for easy understanding. He is attentive and responsive to any questions or concerns that arise throughout the process. Thanks to Ben's gu... read more
Ben Petersen has been taking care of my investments now for close to a decade. He always picks up my calls and is available for review when needed. His experience and guidance is truly appreciated in today’s investment climate.
Frequently asked questions about Kalyx Capital Management
How is Kalyx Capital Management rated?
Kalyx Capital Management has a 4.7 star rating with 14 reviews.
When is Kalyx Capital Management open?
Kalyx Capital Management is closed now. It will open tomorrow at 8:00 a.m.
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