We’re Invested in You

Published: February 11, 2022

As an independent Registered Investment Advisor (RIA), Klingenstein Fields Advisors (KF Advisors) is committed to serving our clients in an objective, transparent, and value-added manner. We are thrilled that James W. Fields, President & Co-CEO, was selected by Schwab to participate in its Invest advertising campaign. This program highlights the benefits and importance of working with an independent advisor and features individuals from leading advisory firms around the country. In several videos produced by Schwab, advisors describe what it means to be independent and invested in helping their clients. James discusses the time and effort that Klingenstein Fields Advisors devotes, listening to clients in order to understand their goals, objectives, and needs and to reflect that back to the client to build a mutual foundation from which to proceed. He also speaks about the importance of being available and present for clients on an ongoing basis. This allows us to stay attuned to any changes in situation or goals.
We are proud to have been invited to participate in Schwab’s advertising campaign this year, as it reflects our long-term dedication to delivering client-focused, unbiased wealth management solutions to individuals, families, and non-profit institutions. We look forward to continuing to serve you now and in the future. As always, we are here to help you stay on track to achieve your goals and objectives.

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.