The Klausman Group

Overview

The Klausman Group is a small, independent registered investment adviser operating as a sole proprietorship that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients using a combination of percentage-of-AUM fees and hourly advisory fees, and its practice is built around discretionary portfolio management for most clients. It does not position itself as a capital allocator or pension consultant, and it is not an active ESG investor. Investment activity centers on publicly traded pooled vehicles—mutual funds and ETFs—supplemented by allocations to real estate through third‑party managers. That mix suggests the firm favors delegated manager selection and diversified fund sleeves rather than concentrated single‑stock strategies or heavy in‑house trading. The client base is narrow and relationship driven, which supports customized planning and portfolio construction tailored to individual and family needs.

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Public Holdings

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Location & Offices