Thank you for taking your valuable time to explore a possible relationship with Kalos Financial.
To best support our affiliates and fulfill our founding purpose, we specialize in helping financial professionals adapt the Endowment Model, employed by most of the world’s largest and most successful institutions, to individual investors. The portfolio structure outlines an approach uniquely suited to today’s client needs, and it provides an excellent framework for inclusion of various best-in-class investments.
Supporting this portfolio design requires diverse products and fee-based platforms as well as exceptional tools, operational systems, training, personnel and support – including compliance. Our chosen focus mandates excellence across our organization that KALOS affiliates appreciate whether they incorporate only small parts of the endowment model into their practice, or embrace it wholeheartedly.
Over time, most of our affiliates adopt increasingly more of the strategy as they experience the growth and success that predictably results. Thriving as part of our network has become known as "The KALOS Experience.”
Kalos Financial is an unregistered designation used to represent the Kalos family of companies. Securities offered through Kalos Capital, Inc., member FINRA/SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., an SEC registered investment adviser. Insurance products offered through Kalos Financial, Inc., a licensed insurance agency. All companies are licensed in various states. Please contact a Kalos representative for states in which company is licensed to do business.