Kalos Financial

kalos financial provides b/d and investment advisory services to seasoned, independent, cross-licensed representatives and advisors. 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 particularly suited to today’s client needs, and it provides what we believe to be an excellent framework for inclusion of various investments. supporting this portfolio design requires diverse products and fee-based platforms as well as proprietary tools, operational systems, training, personnel and support – including compliance. our chosen focus strive 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. while kalos has enjoyed strong growth ov