Portfolios2019-02-21T23:07:08+00:00

Portfolios

Wildermuth Asset Management offers a diverse roster of investment strategies that can be used to provide your clients exposure to equity and fixed income asset classes. Managed by Daniel Wildermuth, CEO and Kalos Financial co-founder, our portfolios use a disciplined research process to select the underlying securities for each of its strategies.

With broad selection that covers a range of market caps, spans global economies and offers competitive fees and account minimums, Wildermuth Asset Management portfolios represent a solid and diverse line-up of investment solutions for your clients.