Sound Advice, Absolute Discretion, Seamless Continuity from Generation to Generation.
Welcome to Klingenstein, Fields & Co.
Legacy. With a legacy of successful asset management for more than 40 years, Klingenstein, Fields & Co., L.L.C. currently ranks among the top fifteen RIA firms in the U.S. in assets under management (Investment News, 9/1/11). While our orientation is to the future, we are proud of our tradition of integrity and service.
Investments for all generations. We are a family-focused firm, investing our Members’ and families’ wealth alongside that of our clients—evidence of the strength of our investment convictions. We have instituted a process to ensure that the firm remains independent and continues to manage the funds of each client across multiple generations.
Superior resources with personalized attention. We deliberately limit our client roster so that each client is assured of personalized attention. At the same time, we offer resources and expertise that only a larger firm can provide.
Investments for multiple generations. Our mission is to maintain a family’s standard of living from one generation to another through all types of market cycles. Relying on a variety of investment strategies—primarily value-oriented, equity investing -- we seek to achieve:
Superior absolute returns with capital appreciation
Intergenerational wealth preservation
Limited risk, low volatility
Low portfolio turnover and transaction costs, and tax efficiency
Services for athletes and entertainers - “AMP”, an affiliate of Klingenstein, Fields, is designed to meet the special needs of athletes and entertainers.
