The Endowment Model Specialists
your partners in
Creating & Preserving


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.


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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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