Klein Decisions® Introduces Portfolio Selection Tool

 

Raleigh, NC -- September 6, 205 -- Klein Decisions, LLC announced today that a new application of its K⁴ decision tools is now available. The new tool, K⁴ Portfolios, uniquely blends utility theory, behavioral finance and conjoint analysis in a patented decision process to better understand investors and, as a result, dramatically improves the model portfolio selection process.

K⁴ Portfolios addresses the under-served area of the 401(k) investor decision market between simple age-based or questionnaire-based portfolio selection and more complex financial planning tools. Because of its unique process and flexibility, K⁴ Portfolios can also be used to enhance suitability processes, proposal systems, and asset allocation and financial planning tools.

K⁴ Portfolios is a web-based decision tool that dynamically assesses investor risk tolerance and investment preferences in a proven, time-efficient and understandable manner. Using this information, K⁴ Portfolios produces a truly personalized assessment of available model portfolios which can be integrated with administrative or transaction platforms for immediate, seamless implementation. And, because each K⁴ application is branded to suit the specific audience and available portfolios of the financial services firm, competitive advantage is maintained and enhanced.

A demonstration application for K⁴ Portfolios is available at Klein’s website, www.kleindecisions.com/demo.htm. Also available via the same sign-up process is a demonstration of Klein’s K⁴ Investments application. K⁴ Investments facilitates the analysis, selection and monitoring of investment products including mutual funds and money managers.

 

About Klein Decisions, LLC

Klein Decisions was founded in 2002 by Robert L. Padgette, CFA, CIMA, to develop dynamic decision systems that incorporate investor preferences into the investor decision process. Headquartered in Raleigh, North Carolina, Klein’s team of experienced investment and technology experts have introduced a suite of web-based applications based on a patented process that precisely quantify an investor’s goals, behaviors and preferences, and integrate that insight into a personalized investment solution.