Klein Decisions^® Announces Innovative Approach to Client Profiling

RALEIGH, NC – December 15, 2008 -- Klein Decisions, LLC has announced the release of K⁴ Portfolio Selection, the latest in Klein’s suite of online investment decision tools. In today’s unprecedented market climate, K⁴ Portfolio Selection offers an innovative and timely client profiling solution for all advisors, from the smallest shops to the largest financial services firms.

Investment decisions inherently involve conflicting goals such as the desire for both high return and low risk. Using traditional client profiling, the investor’s suitability, objectives, and priorities are scored, combined, and averaged. This often leads to flawed assumptions and unrealistic expectations for investors. But with K⁴ Portfolio Selection, objectives are prioritized and conflicts are resolved before scoring. K⁴ Portfolio Selection then matches portfolio characteristics to the investor’s specific goals. Finally, using its patented process, portfolios are rank-ordered for that particular investor, according to his or her unique objectives.

This client-friendly, interactive process clearly illustrates alternatives and trade-offs between competing objectives. The investor gains a better understanding of how the factors interact, and the advisor gets a starting point for portfolio construction and future review. It also provides excellent documentation for compliance.

Robert L. Padgette, founder and managing director of Klein Decisions, commented, “The introduction of K⁴ Portfolio Selection could not come at a better time. Investor goals and expectations are “top of mind” for almost everyone in this business. K⁴ can actually resolve inherent conflicts enhancing investor understanding which leads to commitment for investors and long-term relationships for advisors.”

For information about K⁴ Portfolio Selection, click here, or call us at 877-553-4634.

About Klein Decisions, LLC

Klein Decisions was founded in 2002 by Robert L. Padgette, CFA, CIMA, to develop dynamic decision systems based on a patented process that applies a widely accepted statistical technique to investment decisions in a revolutionary way. Headquartered in Raleigh, North Carolina, Klein’s team of experienced investment and technology experts have introduced a suite of web-based applications that overcome the limitations of single-factor, linear analysis in a variety of investment decisions including evaluation of mutual funds, investor profiling, and retirement planning goals. Please visit us at www.kleindecisions.com or call us at 919-233-6767.

© 2008 Klein Decisions, LLC