About Kalos Management
As the RIA arm of Kalos Financial, Kalos Management provides all the products and services you need to conduct fee-based business for your clients. Whether you serve as the portfolio manager, use third-party money managers, and/or use fee-based alternative investments, Kalos Management has the expertise and focus on service that helps you deliver sophisticated solutions.
Services and Offerings
Kalos Management takes care of the billing, compliance, and performance reporting so you can spend your time focusing on your clients and developing those relationships.
Kalos’ expertise in alternative investments thrives on the RIA side through the use of fee-based alternatives and the flexibility of combining commission-based and fee-based assets in the same account.
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