Hear CFDD's interview with Bob Padgette, CFA CEO and Founder
Klein Decisions, Inc.

 

Investment Insight
by Ted Ponko, CFA
Superior mutual fund evaluation and portfolio recommendations begin here. 

K4 Decision Tools

K4 Plan Goals
  • Provides a unique strategy for all participants
  • Eliminates the problem of limited online use
  • Delivers a complete solution on the first pass
  • Satisfies Fiduciary Standards
 K4 Plan Goals Participant Strategy

 

K4 Portfolio Selection

  • Captures the investor's objectives and their importance
  • Strengthens the client-advisor relationship
  • Increases the likelihood of meeting client objectives
  • Clearly documented process meets any compliance challenge
 K4 Portfolio Selection Allocation Rankings

 

K4 Fund Selection

  • Saves time in evaluating and monitoring funds
  • Finds the top funds other miss
  • Pinpoints funds that demonstrate your value added
  • Do the entire job with one efficient and repeatable process
 K4 Fund Selection Fund and ETF Rankings