Founded in 1989, our firm continues a tradition of direct investment management that began in 1927.
Today, Klingenstein, Fields & Co., L.L.C. is a firm where experience is supplemented with energy. We have put in place succession plan so that the firm will remain independent to manage the funds of our clients’ succeeding generations. The value of an independent firm lies in the personal attention and hands-on experience our clients have become accustomed to. We deliberately limit our client roster so that each client is assured of personalized attention. Continuity and the highest levels of service are our core values.
At Klingenstein, Fields & Co., the Members of the firm use the same investment strategy and custodian as their clients for the bulk of their own and their family's personal assets. You can have complete confidence in the integrity and strength of Klingenstein, Fields & Co.
Klingenstein, Fields & Co. is an investment adviser, registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. The firm is also a Member of the Investment Adviser Association where our Chief Compliance Officer serves on the board of governors.
Auditors/Accountants: Anchin, Block & Anchin, LLP and PKF O’Connor Davies, LLP, registered with the PCAOB and ranked amongst the top 50 public accounting firms in the U.S. Also, Tanton and Company LLP.
Custody/Clearing through Charles Schwab & Co., Inc. and other major banks and broker/dealers.
Attorneys: Weil, Gotshal & Manges LLP, Ropes & Gray LLP and Cleary Gottlieb Steen & Hamilton LLP.
Trust Companies: Brandywine Trust Company, Charles Schwab Trust Company and The Advisory Trust Company of Delaware.
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