The Kalos Advantage
Kalos Financial provides seemless integration of independent Investment Advisory, Money Management, Broker Dealer, and Insurance Brokerage services along with marketing services and integrated compliance all under one roof. As an independent firm providing advisors with comprehensive products and services, we help producers thrive by providing their clients the best available options for their financial futures.
Producer Focus
Kalos was founded by producers for producers! Our focus on producers has helped us develop truly cutting edge training, support, product offerings, and compliance. This approach best positions our partners to excel in the marketplace and provide profitable, superior services to their clients.
Experience and Expertise
Kalos has helped advisors across the U.S. dramatically grow their advisory practices. Our years of experience in providing investment advisory services to clients directly and as a money manager uniquely position us to help advisors successfully provide exceptional services to their clients. While an emphasis on value stocks does not guarantee performance or reduced volatility, historically, value stocks have provided vastly superior risk adjusted returns.
Kalos Money Management
We provide customized, flexible investment and money management solutions tailored to the specific, more complex needs of todays mature and high net worth investors. We heavily utilize value stocks in our solutions because of the combination of greater performance, lower volatility and increased income generally provided by value stocks. We have developed an outstanding reputation for helping advisors and their clients in these specific areas.
Controlled Volatility: We work with advisors to help them identify and implement strategies and investments that limit volatility such as value oriented stocks, traded and non-traded REITs, index annuities, and other vehicles as appropriate.
Performance: To increase performance, we help advisors use investments that leverage proven market trends through our money management solutions. Specifically, value stocks have generated significantly higher returns than other equity styles during the past 80 years of the modern market. For investments not invested in the stock market, we help advisors employ numerous higher performing fixed income alternatives.
Income Generation: Our strategies help advisors generate income or make assets available for their clients when needed without having to sell assets at a discount. Targeted and successful withdrawal and harvesting strategies are keys to optimum portfolio performance if using the portfolio for income.
Tax Efficiency: We help advisors focus on their client's bottom line, and employ numerous sophisticated strategies to minimize taxes. These include use of dividend income, limited trading, traded and non-traded REITs, annuities as appropriate, coordinated IRA withdrawal techniques, and other tax advantaged investments.
Investment advisory services offered through Kalos Management, Inc., an SEC registered investment adviser.