portfolios built on
a solid foundation

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your goals and objectives are unique to you and your family

At KF Advisors, we construct portfolios based on a comprehensive understanding of the origin and dynamics of your wealth, your current situation, and future considerations that may impact your strategy.

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founded in strategic
asset allocation

We build your strategic asset allocation based on our capital market assumptions including our long-term view of risk, return, and cross-asset correlations among a broad number of asset classes. We continuously monitor the markets and examine how changes in expected performance may impact your asset allocation and selection of investment solutions.

sensitive to short-term
macro shifts

While we are at our core long-term investors, we remain sensitive to changing market environments and make short-term tactical shifts to take advantage of emerging opportunities or to avoid taking on undue risks. We meet with you to review any changes in your situation, goals, or outlook and adjust your portfolio to align with changing circumstances and market conditions.

a broad spectrum of investment solutions

Our proprietary equity strategy allows us to tax efficiently manage portfolios with individual securities. Our disciplined asset allocation strategy employs a diverse range of asset classes to help provide diversification, enhance returns, and manage risk, including traditional long-only investing, hedging strategies, private investments, and other asset classes.

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Our investment process

Our process integrates our long-term macro view with individual client considerations and circumstances.

  • We review long-term macro, political, and market-related factors to help inform our firm-wide outlook and strategic asset allocation framework.
  • Individual portfolios are constructed taking into account differing risk levels and goals pertaining to capital preservation, growth, and income needs.
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  • Evaluates current and future economic and market conditions
  • Select initial set of appropriate asset classes
  • Determine short- and long-term expected returns, risk, and correlations across asset classes
  • Identify portfolios with efficient risk-return dynamics based on long-term capital markets projections and the team’s capital market experience
  • Develop absolute and risk-adjusted expected returns and volatility for each risk category of the asset allocation model (versus expected returns in asset class and capital market assumptions)
  • Analyze impact of near-term market and economic environment on portfolio asset allocation
  • Opportunistically overweight or underweight asset classes versus long-term strategic allocation when near-term conditions deviate from longer-term assumptions
  • Construct portfolios overlaying the tactical adjustments on the strategic allocations
  • Incorporate client goals, objectives, unique considerations, and risk tolerance
  • Periodically evaluate portfolios for rebalancing opportunities

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.