- Independent, multi-generational specialists in investment management
- Individualized, personal attention for those with $3-100+ million of investable assets
- Goal to maximize capital appreciation while minimizing downside risk
- Range of resources available from one of the country’s largest independent Registered Investment Advisors
Individuals, families and institutions come to KF& Co. for our investment expertise. Our mission is to help preserve and enhance wealth for present and future generations through all types of market cycles.
We often work with three or more generations of a family and have served many clients with relationships extending for more than 30 years. We become familiar with, and sensitive to, the financial requirements of each one. Each client’s portfolio is customized to address specific needs: income, appreciation, risk level, tax consequences, estate planning, planned generational giving, charitable contributions and other individual considerations.
The approximate $4 billion in assets under management by Klingenstein, Fields & Co. include those of our Members and their families. Although we customize each portfolio, when appropriate we make the same buy and sell decisions for our own portfolios as for those of our clients.