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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

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