Klein Asset Management LLC

Overview

Klein Asset Management LLC is a small, owner-operated investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and maintains a clear equity bias: exchange-traded equities make up the dominant portion of its portfolios. Klein Asset Management does not identify as an ESG investor and operates as a single-state, non-pension consultant adviser. Service delivery is centered on discretionary portfolio management, with investment decisions implemented primarily through separately managed accounts at a major custodian. The firm's client base is individual and family clients, and its investment approach emphasizes liquid, traded instruments for core exposure while reserving allocations to third-party alternative managers for diversification and income generation.

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Location & Offices