“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.