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
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.
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.
- Delayed or real-time quotes
- Check order status
- Get order execution information
- Establish unlimited quote lists
- Access research from several sources
- Municipal Bonds
- Government Bonds
- Corporate Bonds
- Agency Securities
- Unit Investment Trusts
- Zero Coupon Bonds
- Discount Notes
- Commercial Paper
- Bankers’ Acceptance Notes
Supporting more advanced portfolio structures requires outstanding products and fee-based platforms as well as exceptional tools, operational systems, personnel and support - including compliance.
At Kalos Management, you will find that and more.
In some cases, advisors may be able to hold commission-based and fee-based products in the same account, which means less paperwork for clients and possible savings on custodian fees.
UMAs provide consolidated statements for your clients and also help to streamline performance reporting. With certain money managers, individual strategies are offered at a lower cost within the UMA.
Kalos UMAs are offered through Envestnet with assets custodied at TD Ameritrade or RBC.
Advisors using Kalos’ managed money solutions receive access to state-of-the-art performance reporting platforms. These platforms help you run your business more efficiently and communicate account performance to your clients more accurately.
- TD Ameritrade accounts—Black Diamond
- National Financial Services (NFS) accounts—Tamarac
- RBC (and any of the above custodians)—Circle Black
Alternative assets may include specific physical assets, such as natural resources or real estate, or methods of investing, such as hedge funds or private equity. In some cases, even geographic regions, such as emerging or frontier global markets, are considered alternative assets.
Kalos Financial offers a variety or alternative assets, including:
- Non-Traded REITs
- Oil and Gas
- Private Placement (Reg D) Offerings
- Managed Futures
- Business Development Companies (BDCs)
- Hedge Funds
Circle Black provides industry leading applications through one app at an advisors' fingertips. These include a CRM system, portfolio analysis, portfolio risk management, and consolidated reporting. From a client's perspective, Circle Black allows additional assets to be included to provide a more holistic outlook.
Docupace Concierge Service is an exciting new feature based off the Kalos' Advisor portal. From filling out paperwork, to sending documents to clients via secured email for e-signature to processing all the way to Kalos, Docupace allows advisors to streamline processes. Advisors and their staff will now have the ability to submit requests through a single portal. This will increase efficiency and drive office productivity. Advisor offices will now be able to concentrate on serving new and existing clients.