Client-centric investment approach.

Our approach focuses on delivering strong risk-adjusted returns and minimizing the impact of taxes when applicable. We believe that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. We carefully assess your unique opportunities and challenges and identify the solutions we believe align with your needs.


Disciplined research process

At KF Advisors, you benefit from a team of research professionals with specialized experience in analyzing and selecting both individual securities and managed strategies. Our research group carefully examines thousands of investment opportunities to objectively identify and recommend the solutions we believe offer the greatest potential to meet your needs. Each potential investment is evaluated across a wide set of qualitative and quantitative factors, and a case for inclusion in portfolios is articulated. We incorporate multiple perspectives in our disciplined process for vetting and approving potential investments including:

  • Capital market trends and shifts and the impact they may have on asset allocation and overall investment strategies
  • Bottom-up fundamental research on securities and managers for an in-depth perspective to identify the most appropriate solutions

Individual securities

  • When looking at individual securities, we are looking for companies that will produce superior returns with limited risk, with sensitivity to taxes and transaction costs
  • We seek stocks that are attractively priced relative to our estimates

External managers

  • Manager research seeks to identify those managers who have a sustainable, competitive edge and to be alert to developments that may blunt that edge, such as reaching a size where incoming funds can no longer be invested for maximum potential or changes in personnel or firm ownership
  • We tend to utilize smaller, specialized managers whose high conviction portfolios, are more concentrated and may track differently than their benchmark


Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Klingenstein Fields Advisors (“KF Advisors”), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. 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. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosure on the Important Disclosure Information page.