Klein Decisions 
 

 Klein Decisions brings a powerful new approach to investor decision making.  First imagined by Bob Padgette and now used by advisors and investors, Klein's K4 decision tools use a patent pending methodology that rigorously quantifies an investor's preferences and incorporates that information into the decision process.  Here are some important milestones that demonstrate Klein Decisions' growing impact on the way investors and advisors make decisions.
 

2008

  • Klein Alpha Cycle Indexes are released by Active Index Solutions

  • Exhibitor at ASPPA 401k Summit and MMI Conferences

  • Russel Deemer joins Klein Decisions

  • K4 Portfolio Selection development begins - Scheduled release 4th quarter 2008

2007

  • Added Fiduciary Analytics data to K4 Fund Selection

  • Development of K4 Plan Goals begins

  • Ted Ponko joins Klein Decisions

  • Launched Klein Fund Ratings

  • The KleinPost newsletter launches

  • Held webinar on fund analysis for Financial Planning Association

2006

  • Bob Padgette speaks at MPI's Annual User Conference

  • Bob Padgette speaks at the 13th Annual Zephyr Client Conference

  • Exhibitor at IMCA, CFDD, FPA, and Schwab IMPACT conferences

  • Introduce K4 Fund Selection

  • Introduce K4 Fund Selection Plus

  • Introduce Klein Fund Ratings

  • Published "Defining and Measuring Investor Risk and Return Expectations" in IMCA's The Monitor

  • Klein Decisions receives Microsoft Partner Program Certification

  • Launch McHenry Group's PlanTools 401(k) platform with K4 decision tool

2005

  • Exhibitor at IMCA, Money Management Institute (MMI), and SPARK conferences

  • First 401(k) application of K4 decisions tools goes live at C.H. Dean

  • McHenry Group contracts with Klein to add K4 decisions tools to PlanTools 401(k) platform

  • Tim Paulin speaks at the FRA Compliance Conference in New York

  • Bob Padgette, Klein Decisions founder, speaks at Retirement Savings Summit in Cambridge, MA

2004

  • Release of the K4 preference tool on the Prima Capital Prima Guide platform

  • Release of first commercial application - C.H. Dean's wealth advisor tool

  • Klein's new website goes live with product demonstration and sample report

  • Exhibitor at Money Management Institute (MMI) and IMCA conference

  • Development, sales, implementation and support structure established

  • Klein moves into new offices in Raleigh, NC

  • Private offering to accredited investors

  • Decision Innovation patent issued for the conjoint analysis preference application to individual decisions; Klein's patent applications are continuations of the DI patent     

2003

  • Agreement signed with Decision Innovations to license conjoint analysis technology for exclusive use by Klein Decisions in the financial services industry

  • Agreement signed with Asparity Decision Solutions for joint sales and deliver of K4 decision tools in the 401(k) market

  • Initial development of the suite of K4 decision tools begins with a demonstration version of what is now K4 investments

  • Patent application filed with US Patent and Trademark Office for method and system for selecting between alternatives or allocating among alternatives.    

2002

  • Patent application filed with US Patent and Trademark Office for method and system for selecting between alternatives

  • Klein Decisions is founded by Bob Padgette, CFA, CIMA, and founder of Mobius Group, an industry leader in software tools for separate account management