Innovative Thinking

Published: May 15, 2017

“Thinking like we (always) have is what got us where we are.  It is not going to get us where we are going.” — Albert Einstein

 

It is often tempting to do things the same way just because “that’s the way we’ve always done it.”  Rarely do we stop to think and ask, “Why are we still doing something this way?”  This is especially critical in wealth management, where political, economic, fiscal and market conditions frequently change, technology is evolving and new solutions are being introduced.

At Klingenstein Fields Advisors (KF Advisors), we are attuned to what is happening on both a macro and micro level, and constantly challenge ourselves to implement ideas that help us better serve you.  Some areas that we have focused on include:

Enhancing asset allocation – Evaluating and implementing new methods that look at asset allocation from an integrated return, risk and tax-smart point-of-view is one of the ways we seek to help you grow and preserve your wealth.

Evaluating individual strategies – As the world becomes more global and connected, we have seen changes in how different asset classes relate to one another and react to events.  To provide greater potential for diversification and opportunities to access additional sources of return, we have introduced additional asset classes to portfolios where we believe it is appropriate.         

Building team resources – We believe that a team approach that considers planning, advice and investment management together helps us deliver the most effective guidance for your needs.  To that end, we have added specialized wealth planning and wealth advisory professionals to your dedicated team. 

Long-term focus – Our focus is on building a long-term relationship with you and your family.  We are always striving to enrich your wealth management experience with KF Advisors and welcome your input and thoughts.

Important Disclosures

This material is provided for informational or educational purposes only and should not be construed as investment, accounting, tax or legal advice. Always consult a financial, tax and/or legal professional regarding your specific situation. This communication is not intended as a recommendation or as investment advice of any kind. It is not provided in a fiduciary capacity and may not be relied upon for or in connection with the making of investment decisions. Nothing herein constitutes or should be construed as an offering of advisory services or an offer to sell or a solicitation to buy any securities or a recommendation to invest in any specific investment strategy. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future returns. The views expressed herein are as of a particular point in time and are subject to change without notice. The information and opinions presented herein are general in nature and have been obtained from, or are based on, sources believed by Klingenstein Fields Advisors (“KF Advisors’) to be reliable, but KF Advisors makes no representation as to their accuracy or completeness. Although the information provided is carefully reviewed, KF Advisors cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. KF Advisors represents two investment advisers registered with the Securities and Exchange Commission: Klingenstein, Fields & Co., L.P. and KF Group, LP. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.