Klingenstein Fields Advisors

Overview

Klingenstein Fields Advisors is an independent, SEC-registered investment adviser based in New York City, specializing in personalized wealth and investment management services for high-net-worth individuals, families, and nonprofit organizations. The firm offers a comprehensive range of services, including portfolio management, financial planning, and consulting, with a focus on delivering customized solutions tailored to each client's unique needs. Their client-centric approach emphasizes integrity, discipline, and a commitment to putting clients' interests first. Established in 1989, Klingenstein Fields Advisors has a rich heritage dating back to 1927, when Wertheim & Co. was founded by Maurice Wertheim and Joseph Klingenstein. The firm has grown significantly over the years, expanding its services and client base. In 2019, KF Group, LP, an affiliate of Klingenstein Fields Advisors, acquired the assets of The Solaris Group, LLC, enhancing its capabilities in serving institutional clients, including endowments and foundations. This acquisition brought the combined firm's assets under management to over $4.0 billion. The firm's investment strategy is disciplined and research-driven, focusing on customized, separately managed portfolios that balance risk management, tax sensitivity, and long-term capital growth. Klingenstein Fields Advisors invests predominantly in equities, particularly mid to large-cap and blue-chip U.S. companies, while also offering global value strategies for diversification. Their portfolios integrate both traditional and non-traditional investments, aiming to preserve and enhance multi-generational wealth. As of December 31, 2024, the firm managed approximately $4.7 billion in assets, reflecting its strong position in the wealth management industry. Klingenstein Fields Advisors has been recognized for its excellence in the industry, being named to Barron's Top 100 Registered Investment Advisor (RIA) Firms in 2021 and 2022. This recognition underscores the firm's commitment to high-quality, personalized wealth and investment management services. With a team of experienced professionals, Klingenstein Fields Advisors continues to serve its clients with a high level of expertise and attentiveness, helping them achieve their financial goals through customized solutions and exceptional personal service.

Investment Focus

• High-net-worth individuals
• Families
• Nonprofit organizations
• Institutional clients
• Endowments
• Foundations