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Klingenstein, Fields and Co., LLC Rebrands As Klingenstein Fields Wealth Advisors

Published: August 25, 2015

NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein, Fields & Co., L.L.C. today is now operating as “Klingenstein Fields Wealth Advisors” as part of a recent rebranding initiative. The new brand highlights the firm’s integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients. 

The initiative included the development of a new brand visual identity and positioning to reflect its ability to adapt to changing client needs, while remaining true to its legacy as a premier money management firm for wealthy individuals and families for multiple generations. Klingenstein Fields Wealth Advisors, is a privately held firm, investing in separately managed accounts for over 250 client families with a combined asset base of approximately $3.2 billion.

“We’re proud of our heritage of providing highly personalized wealth management services to our clients, and we want to make sure that our brand continues to reflect this heritage, while also representing our ongoing responsiveness to change,” said Kenneth D. Pollinger, Co-Chairman and CEO for Klingenstein Fields Wealth Advisors. “We’re firmly committed to continuous improvement in the interest of our clients.”

A number of recent corporate initiatives designed to further strengthen its wealth management offering support the new brand, including the addition of an experienced wealth planner and expansion of its internal and third-party asset management solutions.

The new brand positioning emphasizes the five core reasons clients select Klingenstein Fields Wealth Advisors: customized wealth management, comprehensive planning, tailored solutions, proactive communications, and a trusted partnership. The rebranding initiative includes a comprehensive website redesign, a marketing communications program that reflects the new brand, and the launch of ongoing thought leadership designed to provide timely and useful perspectives to clients on key wealth management and market issues and developments.

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.