“There are so many more important things than money. Let us manage your money so you can enjoy those more important things.”
Kleinfelder Capital, Inc. is an independent Registered Investment Advisory firm in Cincinnati, Ohio. We are proud to have broken out of the mold of big wire houses so we can offer you the best investment strategies available. You’ve been working hard and we want to be the team in your corner. We want to know you and your family, where you come from and where you are going so, together, we can create a custom plan that gives back to you and guards your assets.
The financial industry is drenched with advisors who work hard to gain clients, but don’t do much to keep them. We have tailored an exclusive approach to offer you something different. Our client base is centered around referrals. This means our advisors spend more time on the phone and in meetings with you than trying to gain new clients. Your well-being should come first. We build and sustain thriving relationships all over the U.S. without sacrificing the individual experience you deserve.
We work with you to create holistic, efficient, and personalized financial strategies and solutions. We know you have complex needs and you deserve a team that can carefully examine and streamline your financial life.
Our goal is to help you grow, preserve and transfer wealth. We tend to the details without ever losing sight of the big picture. Our consultative approach creates blueprints that you can use to rally all of your professional advisors to pursue comprehensive, agreed-upon goals.
We have watched the market fluctuate through times of large and small upheaval. We want to know your specific set of goals and risk tolerance. No matter what your goals are, we know that conservation matters. Trusting us to manage your money, means putting it in safe and knowledgeable hands. Together we will create a co-creative environment where your desires and needs are matched with wisdom and experience so you can achieve those goals while protecting your assets.