Investment Management

Your investments should be working for you in a way that aligns with your values, goals, and desire for impact. We are committed to helping you achieve the outcome you desire by utilizing extensive research, strategic and tactical allocation, and focused risk modeling and management. 

Fiduciary.

This standard is the highest in the industry. It is both an ethical and legal standard that contextualizes every investment move we make.

Discretion.

You have choices. We are 100% independent which means that we serve you exclusively. We have access to tens of thousands of investments so that your portfolios are hand selected based on your goals and risk tolerance.

Risk Management.

We have seen it all. We’ve seen the ups and downs, the crashes, the climbs and we know that feeling unprepared and under protected during difficult times – both personally and globally – is a vulnerability that you just can’t afford. We keep a broad level view of the landscape at all times and protect your resources as if they were our own.

Kleinfelder Capital, Inc.
(513) 808-9700 | This email address is being protected from spambots. You need JavaScript enabled to view it.

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