The Endowment Model Specialists
your partners in
Creating & Preserving
wealth

How We Can Help YOU

Your finances may benefit from a Customized, Flexible, and Comprehensive Solution that is our specialty. Our emphasis on incorporating portfolio approaches common to sophisticated institutions and endowments might also help you prepare for – and financially enjoy – retirement. This is our specialty and may be a way in which we can help you get the most from your money.

At Kalos, we recognize that every investor’s needs are very unique and frequently benefit from access to very diverse services and products. We have the expertise and experience in planning and implementing various brokerage, advisory, and insurance offerings that can provide you an excellent solution to your financial needs.

Advocates: Kalos was created and structured to act as an advocate on your behalf. The result is a firm focused on providing the best possible solutions for you using the most appropriate products and/or services available.

Expertise:Since its inception, Kalos has focused on providing sophisticated solutions using practices and products more commonly utilized by institutions and endowments. Financial professionals using more advanced strategies can help their clients more effectively control risk while better positioning portfolios for excellent returns. This also can position portfolios for greater income potential throughout retirement.

Full Range of Services: To support our strategies, we provide much more than stocks and bonds because investors generally benefit from more sophisticated strategies utilizing far more diverse offerings. We seek out and supply advanced products and services that deliver the best personalized services.

Independent: Because we're independent, we have the flexibility to make the best options available to our clients. We provide products and services from various financial channels that we believe will best serve our clients.

Kalos Financial is an unregistered designation used to represent the Kalos family of companies. Securities offered through Kalos Capital, Inc., member FINRA / SIPC SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., an SEC registered investment adviser. Insurance products offered through Kalos Financial, Inc., a licensed insurance agency. All companies are licensed in various states. Please contact a Kalos representative for states in which company is licensed to do business.

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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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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