When Our Clients Talk, KF Advisors Listens

Published: July 27, 2017

Some may remember the iconic commercials of the 1970s and 1980s for E.F. Hutton, a once venerable brokerage firm, that featured the famous line “When E.F. Hutton talks, people listen.” At Klingenstein Fields Advisors (KF Advisors), we’ve turned that saying around to note that  “when our clients talk, KF Advisors listens.” 

We understand that choosing a wealth advisor is a very personal decision. Once you get past the basic facts and confirm capabilities and expertise, what else helps you make your decision? In the end, selecting an advisor is largely a matter of fit – finding a firm that will give you personalized care and service; one that really listens to you. 

At KF Advisors, we are committed to listening and responding to client concerns whether financial or service-related, from the highly visible to those that are “behind the scenes.” For example, we heard from many clients that they were interested in adding asset classes to their portfolio that could provide additional potential return opportunities and help manage risk. To address that request, we have added a liquid alternatives asset class and now can offer a sub-advised fixed income solution. We continue to assess the merits of and solutions for other asset classes, as well.  Clients have asked about our commitment to Impact Investing and we are developing a more emphatic approach to seeking a financial return on investments that promote a positive social and environmental purpose. If you look at the header of recent emails from us, you may notice that we have a new image at the top. This change was made in response to feedback received from clients.

Whatever the topic, our goal is to continue to be attentive to our clients’ ideas and suggestions, and we encourage you to reach out to us at any time. We will listen to you.

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.