Changes to our client portal and app image

Enhanced Client Portal and KF Advisors App

Published: September 25, 2018

“Excellent firms don’t believe in excellence – only in constant improvement and constant change.” 
—Tom Peters, author of In Search of Excellence

At Klingenstein Fields Advisors (KF Advisors), we are always searching for ways to help us improve and better serve you. As part of this continuing effort, we are pleased to introduce our enhanced client portal and new KF Advisors app.

We encourage you to take a look at the portal by clicking here or you can go to the Client Login from the KF Advisors website. Once on the portal, set up your new account access via the following steps:

 

  • Use your personal email as your User ID
  • Click on “Forgot Password” to get a temporary password
  • Once you have logged in, set up a new password

 

To get the KF Advisors app, please go to Google Play if you have an Android device, or the App Store for Apple devices, and search for “KF Advisors.” Once you have installed the app, use the same User ID and Password that you are using for online access, to log in to the app.

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.