|
The
word "Kalos" comes from the ancient Greek and translates into English as beautiful, handsome, excellent, eminent, choice, surpassing, and precious, useful, suitable, commendable, and admirable.
|
|
|
|

Kalos Investment
Insights, Inc.
is lead by a group of highly motivated and conscientious advisors that have created
a unique testing
and screening service
that helps you
determine if your
funds are invested
against your social
or moral beliefs.
You may contact
us directly or
simply have your
financial advisor
contact us to learn
more about moral
auditing and screening
of your investments.
OUR MISSION:
To empower individual
investors, financial
advisors, and institutions
to align their portfolios to a Biblical world view through
the moral
screening of companies
that violate Biblical
principles.
OUR VISION:
To educate investors
and investment
advisors on the
importance of aligning
portfolios to one's values along with risk tolerance,
time horizon, and
investment objectives.
To develop moral
screening tools for financial advisors to differentiate
themselves in the marketplace, and perform
screening services
and tools for endowments and institutions. To subadvise
quality investment portfolios in such a way to help further
the
shift in investment
policy to include moral screenings.
THEME VERSE:
1Th 5:21 But examine
everything carefully;
hold fast to that
which is good (KALOS).
|
|
Meet the founding
members
of
the
Kalos
Investment
Insights,
Inc.
Team
below:
 |
- Mark
Clark, CSA
-
- The
Legacy Group
- 240
South Pineapple - 8th Floor
- Sarasota,
FL 34236
- Phone:
(941) 870-0070
-
-
- E-mail: mark@elegacy.group.com
- Web
Site: www.elegacygroup.com
|
 |
- Tom
Denham, CPA
-
- Orizon
Group Inc.
- 16924
Frances Street Suite 200
- Omaha,
NE 68130
- Phone:
(402) 330-7008
- Fax:
(402) 691-0420
-
- E-mail: tdenham@orizongroup.com
- Web
Site: www.orizongroup.com
|
| |
- Toby
Meisenheimer
-
- Streamline Financial Services
- 140 S. Commonwealth Ave.
- Aurora, IL 60506
- Phone:
(630) 844-8733
- Fax:
(630) 892-8198
-
- E-mail: toby@streamlineplanning.com
- Web
Site: www.streamlineplanning.com
|
 |
- Kraig
Mickelsen, CFP
-
- KRM
Financial Services
- 555
South Randall Road Suite 222
- St.
Charles, Illinois 60174
- Phone:
(630) 377-8760
- Fax:
(630) 337-8769
-
- E-mail: kraig@krmfinancial.com
- Web
Site: www.krmfinancial.com
|
 |
- Robert
O'Dell, CFP
-
- LVM Capital Management LTD
- 115 W. Wesley, Suite 2
- Wheaton, IL 60187
- Phone:
(630) 580-5904
- Fax:
(630) 580-5904
-
- E-mail: rodell@lvmcapital.com
- Web
Site: www.lvmcapital.com
|
 |
- Dwain
L. Owens, CLU, ChFC, RFC
-
- Strategic
Legacy Advisors Inc.
- 2654
- 33rd Street
- Columbus,
NE 68601
- Phone:
(402) 564-7197
- Fax:
(402) 564-1516
-
- E-mail: dwain@strategiclegacyadvisors.com
- Web: www.strategiclegacyadvisors.com
|
 |
- Mike
Owens, CLU, ChFC, RFC
-
- Strategic
Legacy Advisors Inc.
- 875
South 48th Street
- Lincoln,
NE 68510
- Phone:
(402) 434-2442
- Fax:
(402) 434-2450
-
- E-mail: mike@strategiclegacyadvisors.com
- Web: www.strategiclegacyadvisors.com
|
 |
- Royce
Ruth, RFC
-
- Strategic
Legacy Advisors Inc.
- 875
South 48th Street
- Lincoln,
NE 68510
- Phone:
(402) 434-2442
- Fax:
(402) 434-2450
-
- E-mail: royce@strategiclegacyadvisors.com
- Web: www.strategiclegacyadvisors.com
|
|
|
|
|
|