David Lademan • Lansing, MI
Capital Strategies, LLC • Kalos Capital, Inc.
Our premier event is our annual Retirement Symposium. We bring in executives from companies we represent to conduct multiple public seminars consecutively and simultaneously during an afternoon. Last time we had about 100 attendees.
We reiterate our focus in offering our income-planning expertise and investment advice for those about to retire or who have retired. We emphasize how we can tailor an income plan utilizing three categorical investment strategies for growth, income production, and long-term capital that investors cannot outlive.
Our use of “endowment-type” alternative investments and algorithmically-based active investment strategies helps set our firm apart in these types of events.
Disclosure: Securities offered through Kalos Capital, Inc. and investment advisory services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Capital Strategies, LLC, is not an affiliate or subsidiary of Kalos Capital, Inc., or Kalos Management, Inc.
Photography by Tony Segielski Photography
