What products are available?
Kalos is a full service broker dealer and investment advisory firm offering all products and services for individual investors, including stocks, bonds, mutual funds, variable annuities and alternative investments.
What Money Management services do you offer?
Kalos Management is an SEC registered Investment Advisory firm that offers a wide variety of money management options. Advisors have the choice of various third party money managers and can also use Kalos Management 's solutions targeted toward mature and high net worth investors.
Does the firm have quotas or incentives for the sale of proprietary products?
No advisor is given extra incentive to sell one product over another. At Kalos, you offer the products that you believe are the best and most suitable for your client; the decision is yours.