Active vs Passive Management

A Retirement Webinar Event


Securities offered through Kalos Capital, Inc., member FINRA and SIPC, and Investment Advisory Services offered through Kalos Management, Inc., both located at 11525 Park Woods Circle, Alpharetta, GA 30005 (678) 356-1100. SouthPark Capital is not an affiliate or subsidiary of Kalos Capital Inc. or Kalos Management, Inc. There is no standard or exact definition of the Endowment Model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. There are material differences between the terms under which endowments and individuals can invest in alternative investments. Kalos does not claim that any investor will achieve the same result as any endowment, institution, or other investor. Kalos’ Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital but do not earn both advisory fees and brokerage commissions on the same assets. Check the background of these investment professionals on BrokerCheck or by visiting Finra’s website.

Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance. Alternative Investment represent speculative investments and involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication/experience and willingness to bear the risks of an investment in an Alternative Investment Fund. Any investment in Alternative Investment Funds should be discretionary capital set aside strictly for speculative purposes. Alternative Investment Fund offering documents are not reviewed or approved by federal or state regulators. Some Alternative Investment Funds may have little or no operating history or performance and may use hypothetical or pro forma performance which may not reflect actual trading done by the manager or advisor and should be reviewed carefully. Investors should not place undue reliance on hypothetical or pro forma performance.