Market Commentary

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Kalos Capital Lands a $3.5MIL OSJ from National Planning Corporation

Kalos Capital, Alpharetta, GA has recruited a 25 advisor team from National Planning Corporation. The team has two main offices in St. Louis, MO, and Austin, TX, as well as several satellite offices in different states.“We felt Kalos was the best fit for our business because of their deep understanding of non-market correlated investments as well as their entrepreneurial culture and flexibility, said John Moriarty, Managing Partner and OSJ, e3 Wealth. “From their ownership to their senior management, Kalos is a very intelligent and sophisticated firm. We are excited to be partnering with them to help take us to the next level of growth.”

“John Moriarty, Joe Quartucci, and the whole team at e3 Wealth were very engaged with us from the beginning of the recruiting process,” said Daniel Wildermuth, CEO of Kalos Capital. “They were intrigued by our adaptation of the endowment investment model to individual investors and wanted access to that intelligence to differentiate themselves in the marketplace.” e3 Wealth’s focus is to bring a family office model to individuals, families, and entrepreneurs based on their mindset, not their level of net worth.

By |2020-06-17T15:43:37-04:00July 31st, 2017|Latest News|

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