Our advisors represent some of the best and brightest in the financial world. They understand the quality and spectrum Wildermuth Asset Management portfolios represent to their clients.

By providing intelligent solutions designed to maximize exposure to equity and fixed-income classes, advisors can confidently offer their clients products that will potentially exceed their investment goals.

A Kalos Management advisor?

As a Kalos Management advisor you have access to the Kalos Management portfolio proposal system.

Click here to create a client proposal using our legacy individual strategies.

Click here to download the selection form for our legacy and new strategies.