Your Partners

in Creating and Preserving Wealth

Providing

Solutions & Tools

to Meet Investors Needs

Resources & Support

to grow your business

Creative solutions for a

constantly changing

world

Thank you for taking your valuable time to explore a possible relationship with Kalos Financial.

To best support our affiliates and fulfill our founding purpose, we specialize in helping financial professionals adapt the Endowment Model, employed by most of the world’s largest and most successful institutions, to individual investors. The portfolio structure outlines an approach uniquely suited to today’s client needs, and it provides an excellent framework for inclusion of various best-in-class investments.

Supporting this portfolio design requires diverse products and fee-based platforms as well as exceptional tools, operational systems, training, personnel and support – including compliance. Our chosen focus mandates excellence across our organization that KALOS affiliates appreciate whether they incorporate only small parts of the endowment model into their practice, or embrace it wholeheartedly.

Over time, most of our affiliates adopt increasingly more of the strategy as they experience the growth and success that predictably results. Thriving as part of our network has become known as "The KALOS Experience.”

Kalos Financial
Kalos Financial
 

Take a few minutes to get a basic understanding of Kalos’ Modified Endowment Model – and learn how we can put it to work for you.

Learn More

Kalos Financial

Read Daniel’s latest commentary on the economy and what’s important to keep in mind, as well as an archive of past commentaries.

Find More

Alt View
 

Click "More Info" to get great information for the upcoming events

More info

 

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. Located at 11525 Park Woods Circle, Alpharetta GA, 30005, Telephone 678-356-1100