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11525 Park Woods Circle, Alpharetta, GA 30005

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Market Commentary

'Market Commentaries' is the long-running series of articles authored by Daniel Wildermuth, President and CEO, Kalos Financial. Mr. Wildermuth shares his in-depth knowledge of the market as it relates to national and international events, and their effects on the investment world. Sign up to receive the monthly updates below.

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Endowment Express ToolJustin2019-05-06T14:40:29-04:00

Endowment Express Tool

The Endowment Express Tool is a quick, easy way to create a client’s allocation that follows the Endowment investing philosophy. With just a few inputs about your client or prospective client, the Endowment Express Tool generates a custom allocation that uses a diverse group of low-correlated asset classes. The Tool takes less than two minutes from start to finish.

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Advisor Name *

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Portfolio Value $

Liquid Net Worth

< $250,000

$250,000 - $1,000,000

> $1,000,000

Acceptable Holdings

Fully Liquid

Quarterly Liquidity

Illiquid

Portfolio Holdings/Simplicity

Fewest

Mutual and Interval Funds

No Restrictions

Diversification Desired

US Stocks and US Bonds

International Stocks

International Bonds

Real Estate

Business Development Co

Private Equity

Hedge Funds

Oil and Gas

Performance Potential

Double Fixed Income

Add 50% to Fixed Income

Original Allocation

Remove 20% of Fixed Income

Remove 40% of Fixed Income

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Contact Us.11525 Park Woods Circle, Alpharetta, GA 30005.678-356-1100

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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

There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. Kalos does not claim that any investor will achieve the same result as any endowment, institution, or other investor. Kalos' Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital. We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, Kalos representatives do not earn both advisory fees and brokerage commissions on the same assets.

Alternative Investment Funds represent speculative investments and involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication/experience and willingness to bear the risks of an investment in an Alternative Investment Fund. Any investment in Alternative Investment Funds should be discretionary capital set aside strictly for speculative purposes. Alternative Investment Fund offering documents are not reviewed or approved by federal or state regulators. Some Alternative Investment Funds may have little or no operating history or performance and may use hypothetical or pro forma performance which may not reflect actual trading done by the manager or advisor and should be reviewed carefully. Investors should not place undue reliance on hypothetical or pro forma performance.

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