New KF Advisors website

Introducing the New Klingenstein Fields Advisors Website

Published: February 15, 2024

We are pleased to announce the launch of an updated Klingenstein Fields Advisors website.  The addition of new photos and features offers an enriched perspective on our organization’s evolution and the story of who we are today. We are excited to share our new website with you and invite you to take a look at your earliest opportunity.

New features include:

Engaging Videos:

Videos on the home page and the who we are page emphasizing our client-centric focus, highlighting our dedication to empowering women with financial knowledge, and showcasing our commitment to providing our comprehensive internal expertise and resources to every client experience.

Historical Timeline:

Interactive timeline showing key dates in the history of KF Advisors and predecessor organizations.

Team Insights:

More in-depth content about our team, including each professional’s role at KF Advisors and a downloadable contact card.

Improved ability to sort KF Advisors professionals by functional area of expertise.

New Content:

Updated information on our wealth planning, customized portfolio construction, and investment management processes on the working with us pages.

Enhanced filtering of our news and insights communications categories and history of content.

Client Login Updates:

For our clients, in the near future we expect to have one single sign on to our client portal that provides access to your account information. Until then, please continue to use the green or gold client login button you used previously. Your login information has not changed. If you have not yet used the portal, we encourage you to contact us to assist you in setting up your access.

 

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.