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our-people | Kalos Financial - The Endowment Model Specialists

https://kalosfinancial.com/our-people

The Endowment Model Specialists. HOW WE CAN HELP YOU. Co-Founder and Chief Executive Officer. Wise Money: Minimize Your Volatility and Increase Your Control. How to Keep and Grow Retirement Assets. Co-Founder and Chief Operating Officer. Senior Vice President, Chief Compliance Officer. Larry Lyons, ChFC. Senior Vice President, Due Diligence Officer. Senior Vice President, Operations and Transition. Senior Vice President of Finance and Human Resources. Senior Vice President, Business Development. Codi is ...

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Market Commentaries | Kalos Financial - The Endowment Model Specialists

https://kalosfinancial.com/market-commentaries

The Endowment Model Specialists. HOW WE CAN HELP YOU. August 2016 Kalos Market Commentary. July 2016 Kalos Market Commentary. June 2016 Kalos Market Commentary. May 2016 Kalos Market Commentary. April 2016 Kalos Market Commentary. March 2016 Kalos Market Commentary. February 2016 Kalos Market Commentary. January 2016 Kalos Market Commentary. January: Mid Month 2016 Kalos Market Commentary. Securities offered through Kalos Capital, Inc., Member FINRA.

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HEDGE FUNDS | Kalos Financial - The Endowment Model Specialists

https://kalosfinancial.com/hedge-funds

The Endowment Model Specialists. HOW WE CAN HELP YOU. These are available to. 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. Read Daniel’s latest commentary on the economy and what’s important to keep in mind, as well as an archive of past commentaries. Learn about our products and services that can help your business continue to grow while networking with your peers. Contact us to learn more.

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ALTERNATIVE INVESTMENTS | Kalos Financial - The Endowment Model Specialists

https://kalosfinancial.com/alternative-investments

The Endowment Model Specialists. HOW WE CAN HELP YOU. Your finances may benefit from a customized, flexible, and comprehensive solution - and that is our specialty. Our emphasis on incorporating portfolio approaches common to sophisticated institutions and endowments might also help you prepare for – and financially enjoy – retirement. FULL RANGE OF SERVICES. To support our strategies, we provide much more than stocks and bonds because investors generally benefit from more sophisticated strategies utiliz...

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HOW WE CAN HELP YOU | Kalos Financial - The Endowment Model Specialists

https://kalosfinancial.com/how-we-can-help-you

The Endowment Model Specialists. HOW WE CAN HELP YOU. How We Can Help YOU. How We Can Help You. Your finances may benefit from a Customized, Flexible, and Comprehensive Solution that is our specialty. Our emphasis on incorporating portfolio approaches common to sophisticated institutions and endowments might also help you prepare for and financially enjoy retirement. This is our specialty and may be a way in which we can help you get the most from your money. Since its inception, Kalos has focused on pro...

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What's in a Name

https://kalosfinancial.com/whats-name

The Endowment Model Specialists. HOW WE CAN HELP YOU. Whats in a Name. The Name, “Kalos”. By definition, Kalos denotes that which is intrinsically “fair, right, honorable, and of such conduct as deserves esteem.” Kalos also means “honest, regarded with honor, honorable, and bringing honor” and “to maintain good works.”. Kalos describes our values and purpose. Each day, we treat and represent our clients, employees and associates in a manner worthy of our name. The Strength of Kalos – Our Philosophy.

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NON-TRADED REITS | Kalos Financial - The Endowment Model Specialists

https://kalosfinancial.com/non-traded-reits

The Endowment Model Specialists. HOW WE CAN HELP YOU. For more information, click on any of the logos to access the sponsors website. 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. Read Daniel’s latest commentary on the economy and what’s important to keep in mind, as well as an archive of past commentaries. Securities offered through Kalos Capital, Inc., Member FINRA.

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The Name | Kalos Financial - The Endowment Model Specialists

https://kalosfinancial.com/name

The Endowment Model Specialists. HOW WE CAN HELP YOU. Much thought and consideration went into choosing a name for the company. Like naming a child, naming a company is very personal and important. For us, a name had to reflect our purpose and serve as a daily reminder to all of us of our enduring values and focus. After much deliberation, we choose the name Kalos. By Definition, Kalos denotes that which is intrinsically fair, right, honorable, and of such conduct as deserves esteem. Investment advisory ...

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FAQ1 | Kalos Financial - The Endowment Model Specialists

https://kalosfinancial.com/faq1

The Endowment Model Specialists. HOW WE CAN HELP YOU. What products are available? Kalos is a full service broker dealer and investment advisory firm offering all products and services for individual investors, including stocks, bonds, mutual funds, variable annuities and alternative investments. What Money Management services do you offer? Does the firm have quotas or incentives for the sale of proprietary products? Securities offered through Kalos Capital, Inc., Member FINRA. Investment advisory servic...