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.
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Why Kalos?2019-05-07T12:04:51-04:00

Why Kalos?

“We champion behind our advisors to offer the most unique opportunities in order to empower them, so that they can help their clients achieve financial success. We believe this value of living an unparalleled life is at the core of every person.”

– From our CEO, Daniel Wildermuth

When you partner with Kalos Financial, you receive innovative technology solutions, products, services, and industry leading support for your practice.

We understand the advisor and client relationship, and have built our company on providing you with the tools you need to continue to develop your client relationships.

The Endowment Model Specialists

We are an industry innovator that pioneered the endowment investment model for individual investors. We affiliate with advisors utilizing sophisticated portfolio solutions and desiring a culture that fosters their entrepreneurial spirit.

Founded in 2004, Kalos Financial is a privately-owned, Atlanta-based firm that serves advisors throughout the country. Founders Daniel Wildermuth, CEO, and Carol Wildermuth, President, are committed to helping their advisors’ practices grow. They lead a coordinated effort of providing ongoing education, access to a robust product platform and exceptional service to support the unique goals of each Kalos advisor.

The results speak for themselves. Kalos has been ranked by Investment News as one of the Top 5 Fastest Growing Broker-Dealer’s (by rep count) for the past four years. In addition, we are proud to say that our regrettable advisor attrition has been exactly zero – for more than five years

The Kalos Experience

Culture and philosophy are key considerations for advisors when changing brokerdealers. Learn how the Kalos Experience can take your practice to a new level.

Practice Growth

Our top executives are still running highly successful practices. Find out how they are doing it and learn how to implement the endowment investment model – the model used by the most successful institutions in the world.

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Securities offered through Kalos Capital, Inc., Member FINRA / SIPC / MSRB. Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser. Kalos Financial, Inc. is licensed as an insurance agency. These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark.
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There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. Kalos does not claim that any investor will achieve the same result as any endowment, institution, or other investor. Kalos' Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital. We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, Kalos representatives do not earn both advisory fees and brokerage commissions on the same assets.

Alternative Investment Funds represent speculative investments and involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication/experience and willingness to bear the risks of an investment in an Alternative Investment Fund. Any investment in Alternative Investment Funds should be discretionary capital set aside strictly for speculative purposes. Alternative Investment Fund offering documents are not reviewed or approved by federal or state regulators. Some Alternative Investment Funds may have little or no operating history or performance and may use hypothetical or pro forma performance which may not reflect actual trading done by the manager or advisor and should be reviewed carefully. Investors should not place undue reliance on hypothetical or pro forma performance.

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