A complete list of active advisors currently associated with Kline Capital Management LLC
Warmer can help you find a great advisor at Kline Capital Management LLC or one who fits your needs even better.
Kline Capital Management provides fee-only financial planning, hourly consulting, wealth management, and investment/portfolio management to individual clients and, less commonly for firms of this size, to corporate and pension clients. Services are delivered under written service agreements and include goal-based planning, implementation of investment decisions, and ongoing account monitoring. The firm’s investment approach centers on goal-based financial planning and strategic asset allocation, typically using index mutual funds and ETFs with periodic rebalancing and the option to use active funds when index options are not available. KCM documents portfolio guidelines in written Investment Policy Statements, manages accounts on both discretionary and non-discretionary bases, and emphasizes tax efficiency and periodic written reporting to clients. Noteworthy for an independent firm of this size, the managing member maintains several affiliated businesses — including a licensed insurance brokerage, a real estate firm, and a consulting practice — and the brochure discloses that KCM evaluates insurance products and coordinates with clients’ other advisors. The firm also offers services oriented to business clients (including business succession planning) and pension/institutional accounts, and provides regular written portfolio summaries and reports to clients.
To learn more about the advisors currently working at Kline Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northfield, IL
| 15
|
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