investment approach

Soothing water graphic

your assets mean far more than just individual holdings

Your assets represent the vision and effort that went into building your wealth, the purpose they bring to your life, and the legacy you want to leave for the future. As caretakers and stewards of your heritage, we balance your need for preservation with the goal of delivering strong returns while managing risk and considering the impact of taxes and your specific requirements.

disciplined research process

Across several generations, Klingenstein Fields Advisors has built an
exceptional team – a team with the insight and knowledge to help you
manage multi-generational wealth. Everything we do is focused on your
needs, using a client-centric approach to empower our planners and
investment professionals to help you manage both the advantages and
issues that accompany the possession of substantial assets. Our goal is to
help diversify and enhance returns by carefully considering how each
potential investment will perform both on a standalone basis and within
the context of the overall portfolio.

individual securities

We look for attractively priced stocks that we believe will produce superior risk-adjusted returns, with sensitivity to taxes and transaction costs

External Managers

We focus on investment firms that we believe have a sustainable, competitive edge and tend to use smaller, specialized managers with high-conviction, more concentrated portfolios that may not track the benchmark

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.