Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management and advice to affluent investors through Kalos Financial, putting the clients first, and to disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor client’s assets, unlike the typical advisor's “one size fits all” management approach.
Our investment goals are to consistently achieve reasonable returns over time, based on a plan specifically created for each individual client. The investment plan considers the lifestyle, goals, risk tolerance, time horizon, and successors of the investor. We prefer consistent and reasonable to sporadic and extreme. Our selection process favors recognition over discovery.