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K4 Plan Goals
Online Experience

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  Get the Latest Data on the Klein AlphaCycle Indexes

a powerful new approach to investment decisions

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. Financial professionals and institutions can streamline the decision process for retirement plan participants, client profiling, and mutual fund evaluation.

        K4 Plan Goals

 


Retirement Plan Guidance
A complete retirement solution for all participants-- actionable guidance with or without participant input, online or on paper

        K4 Portfolio Selection


Client Suitability and Profiling
An interactive trade-off process that sets realistic client expectations while meeting compliance needs

        K4 Fund Selection

 


Mutual Fund Evaluation
Discover the superiority of modeling over screening with an easier, faster and smarter way to evaluate and monitor funds

    AlphaCycle
               Klein indexes


Active Index Management

Finally, a means of capturing active investment management alpha in economical indexes