Klingenstein Fields Wealth Advisors

About Klingenstein Fields Wealth Advisors

Klingenstein Fields Advisors (KF Advisors), a leading independent wealth advisor based in New York, acquired The Solaris Group, LLC (Solaris) in 2019. Our approach focuses on delivering strong risk-adjusted returns and minimizing the impact of taxes when applicable. We believe that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. We carefully assess your unique opportunities and challenges and identify the solutions we believe align with your needs.???? For Non-profits For operating non-profit organizations, we understand the need to consider the interrelationship between the investment pool and the entity's operating performance, debt structure, capital projects and projected cash flows. In addition, we formulate a sense of the organization's character. If it is well-regarded, it is because key facets, such as staff, management, programming and facilities, can translate into a positive reputation, enabling it to successfully fund raise. This broader approach enables us to determine how organizations may want to adjust strategy to accommodate different situations. For example, declining operating results and a burdensome debt structure might dictate alterations to the spending rate and/or the investment allocation mix, while solid operating results with strong funding support from the community, might warrant consideration of more aggressive capital projects.