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.
Market Commentary Form
Endowment Express Tool2019-05-06T14:40:29-04:00

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.

Get started below!

Endowment Express Tool Form
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Liquid Net Worth
Acceptable Holdings
Portfolio Holdings/Simplicity
Diversification Desired
Performance Potential