Klingenstein Fields

Klingenstein, Fields & Company, founded in 1989, is an investment advisor with a tradition of direct investment management dating back to 1927. Registered with the U.S. Securities and Exchange Commission and a member of the Investment Adviser Association, the firm offers estate planning, taxation, and insurance solutions. Working with clients' attorneys, accountants, brokers, and other advisers, Klingenstein, Fields & Company specializes in handling families and individuals with substantial assets, investing in companies with enduring managerial and financial qualities through monitoring global trends and identifying sectors. The firm focuses on equity portfolios comprised of listed and marketable securities.