The Endowment Model Specialists
your partners in
Creating & Preserving
wealth

Business Practices

 

Kalos has many practices in place designed to safeguard our clients and our business. To learn more about some of these practices, click the links below:

Business Continuity Planning Disclosure Statement

Best Execution Statistics

Quarterly Report

Bank List

 

Kalos Financial
 

Take a few minutes to get a basic understanding of Kalos’ Modified Endowment Model – and learn how we can put it to work for you.

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Kalos Financial

Read Daniel’s latest commentary on the economy and what’s important to keep in mind, as well as an archive of past commentaries.

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Learn about our products and services that can help your business continue to grow while networking with your peers. Contact us to learn more>>

 

 

Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB.  Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser.  Kalos Financial, Inc. is licensed as an insurance agency.  These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark. Located at 11525 Park Woods Circle, Alpharetta GA, 30005, Telephone 678-356-1100