KleinDecisions.com is Online investment tools
Klein Decisions
Advantages of the K4 Process
- Preference scoring
- Weighted factors increase flexibility and accuracy
- Solves with all factors simultaneously
- No iterations or guesswork; delivers single solution
- Trade-off questions
- Resolve conflicts rigorously
- No unseen elimination
- Produces a complete solution set
- End-to-end objective process
- Complete documentation
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Klein Decisions is a company that has developed and introduced dynamic decision systems that combines investor preferences with investment decision processes. Since 2002, Klein Decisions have introduced a suite of web-based applications that exactly measure individual risk tolerance, goals, behaviors and preferences and unites these elements into a personalized investment solution. Their programs help aid clients make decisions regarding a variety of investment options from retirement guidance and mutual fund evaluation to client suitability and active index management. KleinDecisions can aid you with all questions pertaining to finances.
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Products
The K4 process is used in all K4 Decision Tools. It utilizes a widely accepted methodology known as 'conjoint analysis' to measure investor preferences, resolve trade-offs and produce a single, complete ranked solution set. This technique produces a superior, definitive solution in less time by eliminating trial and error iterations and solving for multiple variables in a single step.
The K4 Decision Tools suite consists of the following products:
K4 Fund Selection
The K4 Fund Selection delivers superior fund evaluation in a highly competitive market. Analysts and advisers are assured of objectivity and definitive results without iteration or guesswork. Not only does the K4 process save valuable time, it finds top funds that are eliminated by others, adding value for clients and differentiation from competitors.
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K4 Portfolio Selection
The K4 Portfolio Selection product has the ability to analyze, incorporate and track investor preferences in the investment decision process. K4 Portfolio uses a series of dynamic trade-off questions supported by patented analytics. Along with meeting the demands of today's investors, it also provides a front-end application that builds instant rapport for advisers and captures detailed investor decision information.
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K4 Plan Goals
K4 Plan Goals delivers a complete, personalized retirement strategy without relying on front-end guesswork and solutions by trial and error. It solves for the best combination of savings rate, portfolio, income and age that achieves the highest level of both satisfaction and success for the participant.
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Contact
- Tel:919-233-6767
- Fax:919-233-6775
- Email:
Customer Testimonials
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| —Director, Massachusetts - On the K4 Fund Selection | ||
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| —Vice President, Massachusetts - On the K4 Plan Goals | ||
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| —Adviser, North Carolina - On the K4 Portfolio Selection | ||
The KleinPost Newsletter
The KleinPost is the quarterly newsletter sent out by Klein Decisions.
Q2-2008 Newsletter
Can "Active Indexes" Provide the Best of Both Worlds? Indexers charge that the "average" mutual fund will not consistently outperform the appropriate index. But are investors really looking for "average" funds? Following research that supports persistence in individual fund performance for short to intermediate periods, we've been able to use K4 Fund Selection to construct portfolios of funds that have produced superior results. Soon you'll be able to invest in the results.
Whether you want to recapture the time wasted on sorting screens in product selection or eliminate frustrating iteration for retirement plan participants, K4 Decision Tools provide a definitive and complete solution. It's the patented K4 Decision Process and its ability to produce a solution for multiple variables in a single step that makes all this possible.
See the KleinDecisions.com/Newsletter page for further news.
Address
Klein Decisions
- 801 Jones Franklin Rd.
- Suite 200
- Raleigh, NC 27606-3381
