Kalos rep/advisors that are Series 65 registered may manage equities, bonds, and mutual funds and elect to charge an asset management fee. Transaction charges do apply.
Kalos permits advisors to maintain their own RIA’s. Advisors may choose to hold assets at many of the large custodian firms such as Schwab, Fidelity, TD Ameritrade, and Pershing.
Through our partner, Envestnet, Kalos rep/advisors have five different managed account options:
In addition to the hundreds of manager strategies available through Envestnet, Kalos has the following managers approved for direct use:
In addition to the multiple options for fee-based accounts, Kalos also offers custom money management services for our rep/advisors to use with their clients. We use advanced analytics and modeling techniques to identify correlating and non-correlating holdings that we believe are likely to perform well in both up and down markets. Our aim is to create effective asset selections and optimum portfolio weightings for investors seeking both return and controlled volatility.
Our principals have spent decades in the financial services industry, including years as investment advisors and portfolio managers in the U.S. and abroad. Recognizing the potential of foreign markets, we’ve employed international exposure in our portfolios from the start. All of our principals and half of our staff have lived overseas, giving us “on the ground” experience with the challenges of these markets.
Our four managed portfolios are The Dividend Strategy, The Total Growth Strategy, The Total Return Strategy, and The Diversified International Strategy.