Complete Financial Management

Investment Management

Robert Schorr on Investment 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 More

Senior Managing Director Bob Schorr discusses Portfolio Construction at KLS

Estate planning

Gary Sica on Estate planning

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 More

Senior Managing Director Gary Sica discusses Estate Planning at KLS

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