KLS is your solution
An expert in all matters financial. An advisor you can trust implicitly. A manager who will follow through for you on all the details.
What’s your wealth advisor more interested in: What goes in your portfolio? Or what goes in his pockets?
It’s simple: When it comes to wealth management, we make recommendations based on what’s best for our clients, not on what’s best for us. At KLS, we do not take commissions, there are no soft dollars, and no conﬂicts of interest.
For legal counsel people turn to the nation’s top lawyers
For financial counsel the nation’s top lawyers turn to us
At KLS we’ve been providing unbiased wealth management and advice to partners of the nations’s leading law firms for over 25 years.
Complete Financial Management
Our portfolios include diversified domestic and global long equity managers, high-credit and nationally diversified municipal bonds and a significant allocation to tactical managers. Our allocation to tactical managers allows for participation across a wide range of asset classes, including: emerging markets, commodities, sovereign debt and currencies, while having the ability to employ hedging strategies to mitigate risk. Learn MoreSenior Managing Director Bob Schorr discusses Portfolio Construction at KLS
Our role is to make sure your estate plan and trust documents are up to date and properly executed. Critical to a successful outcome is our ability to make definitive recommendations and interface with attorneys, insurance providers, and accountants in order to drive the process to completion. Learn MoreSenior Managing Director Gary Sica discusses Estate Planning at KLS