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ABOUT
KLEIN DECISIONS
Klein Decisions was founded in 2002 with a simple
purpose: to develop dynamic decision systems that incorporate investor
preferences, goals, and priorities into the investment process. Applying
its patented process to mutual fund evaluation, portfolio selection, and
retirement guidance, Klein's suite of web-based applications
deliver the final, complete solution.
OUR MISSION
Our mission at Klein Decisions is to deliver
a personalized investment strategy with a streamlined investment
decision process We develop and deliver web-based systems that
dynamically incorporate personal preferences and deliver a complete
final solution. This is accomplished
for our clients by an enthusiastic, experienced team working towards a
common goal.
our promise
While Klein offers a range of decision support
products, it is our company mandate that they all share these common
characteristics:
- Patented Decision Analytics
Our exclusive K4 Decision Process uses the widely accepted
market research technique known as conjoint analysis to bring process
and discipline to the discovery and analysis of investor preferences.
- Unmatched Personalization and Results
The K4 Decision Tools explicitly link individual investor
goals and preferences with the most suitable strategies and solutions.
When a user experiences K4, there is immediate buy-in and
understanding.
- User-Friendly Web Interfaces
Our analytics are sophisticated but the intuitive nature of our
questionnaires and guided application interface allows consultants,
advisors and individual investors to achieve the desired results quickly
and easily.
- Applied Expertise
Combining the industry background of our founder, Robert L. Padgette,
CFA CIMA, and our combined experience in financial services, our standard
applications uniquely combine the needs of the user with innovation for
the industry.
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