Klein Decision’s Investment Decision Tool Implemented by C.
H. Dean
Klein Decisions, LLC announced that its core product, K4 Investments,
is being implemented today by C.H. Dean, Inc. in its family office and
private client investment consulting practices.
K4 Investments is a web-based decision enhancement
tool for investment professionals. It gives them the ability to consistently
measure a client’s risk tolerance and investment preferences and
utilize that information to develop custom strategies and improve client
investment decisions. In this Dean application, Klein’s patent-pending
process utilizes utility theory and conjoint analysis to match a client’s
risk tolerance and other investment preferences with the appropriate
mutual funds and money managers. “We are very excited to have
Dean as our first client for K4”, said Bob Padgette, founder of
Klein Decisions. “Since the beginning of this year, we have worked
closely with Dean to complete the development of K4 and customize it
to meet their needs. Customization is an integral part of the implementation
of K4 for any Klein client.”
“K4 is a unique ‘next generation’
risk tolerance and preference tool,” said Stephen M. Miller, President
of C.H. Dean. “The science and decision-making process behind
the application allows us to understand client needs and expectations
better than other available options. We believe knowing your client
is essential to developing a successful investment plan. Dean’s
family office and private clients will certainly benefit. Our collaboration
with Bob Padgette and his team on the development and customization
of K4 has also benefited our firm,” stated Miller. “Associating
ourselves with one of the best minds in our industry makes us smarter,
and that leads to better service for our clients.”
About Klein Decisions, LLC
Klein Decisions was founded in 2002 by Robert L.
Padgette, CFA, CIMA, to develop and introduce tools and applications
that allow investment professionals and investors to improve the decision-making
process. By providing needed insight into individual investor preferences
and expectations, Klein’s tools and applications enable users
to make more appropriate investment decisions, thereby increasing investor
satisfaction and helping to build successful investment programs.
Klein’s team of experienced investment and
technology experts have introduced and are continuing to develop a suite
of web-based tools using Klein’s patent-pending process to assist
with the ever-increasing complexity of the investment decision process.
Headquartered in Raleigh, North Carolina, Klein Decisions is dedicated
to developing leading-edge decision support products that provide significant
business advantages to their users.
About C. H. Dean, Inc.
C.H. Dean is a privately held, forty-year-old investment
management and financial services firmfocused on institutional quality
money management, wealth management and business advisory services.
The firm was founded in 1965 by Chauncey H. Dean and is headquartered
in Dayton, Ohio.
