STRATEGIC ALLIANCES

 

As a Microsoft Certified Partner, Klein Decisions is recognized by Microsoft® as having a significant level of industry experience developing and providing software using Microsoft technologies The certification indicates that Klein is a reliable, experienced, leading-edge, and endorsed user of Microsoft technologies in Klein products and services. Klein Decisions is not affiliated with Microsoft Corporation. http://directory.microsoft.com/MPRD/support/AboutPartners.htm
Microsoft is a registered trademark of Microsoft Corporation in the United states and/or other countries.

 

Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans. With operations in 13 countries, Morningstar provides data on more than 145,000 investment offerings worldwide.
Klein Decisions K⁴ Fund Selection integrates Morningstar open-end mutual fund and ETF data in two ways: In addition to including over one hundred Morningstar statistics as factors for evaluating and filtering funds, we also calculate a similar number of addtional statistics based on the raw data.

http://www.morningstar.com/

 

 

 

Advisors Trusted Advisor is your one-stop practice management source for organizing, managing, and growing an investment advisory business. We've compiled over 20 years of experience and research in determining the most important areas for the success and growth of a wealth management business, and then organized them in two distinctly different ways -- Self service and Customized service -- that fit any situation and any budget.

www.advisorstrustedadvisor.com.