Investment Services and Offerings
At Kalos, we recognize that every investor’s needs are unique and frequently benefit from access to diverse services and products. Our advisors have the expertise and experience in planning and implementing various brokerage, advisory, and insurance offerings that can be an excellent solution to your financial needs
Since its inception, Kalos has focused on providing sophisticated solutions using practices and products more commonly utilized by institutions and endowments.
Financial advisors 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.
Financial advisors 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.
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.
In today’s competitive market, you need a comprehensive set of sophisticated technology platforms, flexible wealth management products and extensive resources to help you nurture customer relationships and maximize your practice.
Kalos Capital offers a wide array of products to meet your clients’ needs. In addition to standard products such as equities, fixed income, mutual funds, and annuities, we also have one of the industry’s largest selection of alternative investments.
Kalos Capital offers a wide array of products to meet your clients’ needs. In addition to standard products such as equities, fixed income, mutual funds, and annuities, we also have one of the industry’s largest selection of alternative investments.
Orders can be entered online or by calling the Fidelity trading desk. Advisors also have online access to:
- Delayed or real-time quotes
- Check order status
- Get order execution information
- Establish unlimited quote lists
- Access research from several sources
Kalos has partnered with Bond Trader Pro and AAM to provide advisors access to the inventories of many large investment firms.
- Municipal Bonds
- Government Bonds
- Corporate Bonds
- GNMA’s
- CMO’s
- Agency Securities
- Unit Investment Trusts
- Zero Coupon Bonds
- Discount Notes
- Commercial Paper
- Bankers’ Acceptance Notes
- CD’s
Kalos has vendor agreements with over 40 different insurance companies.