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a powerful new approach
to investment decisions
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Klein Decisions’ web-based
software enables you to cut through the complexity and ambiguity of
investment decisions to arrive at a single ranked solution set.
The K4
Process is a proven statistical technique based
on simple trade-off questions to
resolve conflicts between
critical factors inherent in all investment decisions.
The K4
Decision Tools use the patented K4 process to
eliminate guesswork and iteration. These
web-based tools for financial professionals and institutions
streamline the decision process while adding both rigor and value
in retirement planning, client profiling, and mutual fund evaluation.
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Retirement plan guidance
A complete
retirement solution
for all participants-- actionable guidance with or without
participant input, online or on paper, individually or in aggregate
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Client suitability and
profiling
Investor
profiling through an intuitive, interactive trade-off process that manages
client expectations while meeting compliance needs.
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Mutual fund evaluation
Discover
the superiority of modeling over screening in fund searches and monitoring
with an easier, faster way to create models.
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AlphaCycle
Klein
indexes
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Active Index Management
Finally, a means of capturing
active investment management alpha in economical indexes.
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