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Investment Management

At Klein Financial Advisors, we believe that a personalized investment strategy is essential to your long-term financial security. We take into account your individual financial situation to identify an investment plan consistent with your values and goals, your comfort with risk, and your current time-horizon and assets. We then utilize academically researched strategies and institutional-class investment vehicles to put a customized plan into action, working closely with you to help you understand the trade-offs between potential return and inherent portfolio risk. The resulting customized investment strategy will serve as our baseline. Together we will decide if and when changes are necessary, always striving to achieve your long-term financial goals.

Over the years we've learned that the most successful investment management clients share three common traits: discipline to adhere to a long-term investment process, a willingness to delegate day-to-day investment decisions, and a commitment to open and honest communication.

Contact Us

4299 MacArthur Boulevard
Suite 100
Newport Beach, CA 92660
Phone: 949-477-4990
Fax: 714-464-4481
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lauren S. Klein, President, Klein Financial Advisors, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Read More >