Kalos Capital landed three new offices in the 4th quarter of 2012. Joining Kalos are Pete Benson and Jon Maxson and their team at Beacon Capital Management in Franklin, TN which manages over $80 million, Steve Netzel of Netzel Financial in Chandler, AZ, which manages over $50 million, and Patrick Healey of Caliber Financial Partners in Jersey City, NJ, which manages $25 million.
“After considering several broker/dealers, I selected Kalos because of their understanding of the endowment investment model and support they offer in helping their advisors implement it for client portfolios”, said Steve Netzel.
Patrick Healey added, “Launching my own firm this year after being part of a larger branch for the last 6 years, I was particularly concerned with finding the right fit from a broker-dealer perspective. Joining Kalos was one of the easier decisions I’ve had to make, because we share the same investment philosophy and standard of care in our approach toward clients. Moreover, the Kalos team has made me feel welcome every step of the way, and I truly feel that this is a partnership that will add value to my practice for many years to come.”
After 3 straight years of over 50% revenue growth, Kalos showed record growth in 2013 of 96%. “We at Kalos have always tried to help our advisors differentiate themselves in the market place”, said, Dan Meehan, Senior Vice President, Business Development. “With our compliance approved presentations and other tools focused on advanced portfolio strategies, our advisors are able to provide their clients and prospects with unique portfolio recommendations and strategies often adopted only by large institutions and endowments.”
Kalos Capital is an independent broker/dealer headquartered in Alpharetta, Georgia.