We believe that diversification must go beyond the stock market. As an independent advisory firm we are not beholden to proprietary products like captive insurance agents or wirehouse brokers.
We believe the best way to diversify a portfolio of publicly traded securities is to build an allocation of investments that do not trade in the stock market. This allows investors to reduce the volatility in portfolios while taking advantage of the illiquidity premium that exists in the marketplace and rewards patient capital. Examples Include:
- Private Equity
- Direct Syndicated Debt
- Oil & Gas
- Private Real Estate
- Private Credit
As part of our commitment to keeping current on the latest developments, our advisors are members of The Alternative & Direct Investment Securities Association (ADISA) and the Investment Program Association (IPA), two of the leading trade organizations representing the alternative and direct investment industry
Custom Managed Portfolios
Stock investments play an important role in a portfolio for long term growth and to protect against inflation. We bring value by structuring stock portfolios for tax efficiency, full fee transparency, and the elimination of portfolio redundancies.
Our scale enables us to bring clients access to portfolio management typically reserved for the ultra high net worth. We also customize portfolio design based on client profiles including socially conscious investing.
Insurance can be an essential asset in comprehensive investment portfolio design when planning for the non-negotiables in your life such as family protection and guaranteed income in retirement.
Fountainhead Wealth Advisors brings you access to the full insurance industry which also means you will receive unbiased recommendations when selecting the most suitable investment.
We have solutions for owners of appreciated investment real estate. If you are a property owner looking to get out of the daily management of specific properties but are holding off selling due to tax consequences we may be able to help.
Often we will provide institutional quality real estate solutions that allow you to maintain real estate exposure while achieving diversification. This could provide you with the ability to transition your investment exposure from a single local building to a portfolio of institutionally managed real estate that still produces regular income without the daily headaches of direct property management.
These solutions offer powerful estate planning opportunities that should not be ignored.
Opportunity Zone Funds
The most talked about inclusion in the Tax and Jobs Act since the 199A.
Created by the Tax Cuts and Jobs Act of 2017, the Opportunity Zone program is designed to provide investment into disadvantaged urban and rural communities across the United States and Puerto Rico.
Investors who direct their capital gains from appreciated stocks or real estate, or from the sale of a business into a Qualified Opportunity Fund are provided with tax deferral on those gains as well as the potential for tax free income and growth generated from the underlying investments in the Fund. Fountainhead brings qualifying investments that can be used to implement this strategy.
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A policy change may incur fees and costs, and may also require a medical examination.
Alternative Investment Funds represent speculative investments and involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication/experience and willingness to bear the risks of an investment in an Alternative Investment Fund. Any investment in Alternative Investment Funds should be discretionary capital set aside strictly for speculative purposes. Alternative Investment Fund offering documents are not reviewed or approved by federal or state regulators. Some Alternative Investment Funds may have little or no operating history or performance and may use hypothetical or pro forma performance which may not reflect actual trading done by the manager or advisor and should be reviewed carefully. Investors should not place undue reliance on hypothetical or pro forma performance.
Kalos Capital, Inc. nor Kalos Management, Inc. can guarantee the income projections outlined in the above tax analysis and any references to growth from gains or assumed income are purely hypothetical in nature and do not reflect guaranteed results. There are a number of uncertainties related to Opportunity Zones and Opportunity Funds that have not yet been determined and are subject to change based on pending guidance that is expected to be issued by the US Department of the Treasury regarding the Tax Cuts and the Jobs Act of 2017 including the types of capital gains that can be rolled into an Opportunity Fund, how much times they will have to deploy capital and the tax treatment of pass-through partnerships. Our analysis is based on various aspects of the Opportunity Zone Program including positions that we believe to be reasonable given the statute as currently written and prior Treasury and IRS precedent. As a result, there are no guarantees that the analysis presented is correct until such guidance and regulation is provided on Opportunity Zone programs Therefore, each investor should consult with their own personal tax advisor prior to making any investment in an Opportunity Zone Program or Opportunity Fund. Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.