Market Commentary

'Market Commentaries' is the long-running series of articles authored by Daniel Wildermuth, President and CEO, Kalos Financial. Mr. Wildermuth shares his in-depth knowledge of the market as it relates to national and international events, and their effects on the investment world. Sign up to receive the monthly updates below.
Market Commentary Form
Investment Services and Offerings2019-09-13T11:48:19-04:00

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.
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.
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.