General Info

Founded in 1989, Klingenstein, Fields & Company is an investment advisor. It is registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Klingenstein, Fields & Company is also a member of the Investment Adviser Association. It offers estate planning, taxation and insurance solutions. Klingenstein, Fields & Company works with clients attorneys, accountants, brokers and other advisers. The firm also handles families and individuals with substantial assets. It invests in companies with enduring managerial and financial qualities through monitoring global trends and identifying sectors. Klingenstein, Fields & Company focuses on equity portfolios that are comprised of listed and marketable securities.