The KLS Advantage

KLS is fundamentally different from other financial service firms. Although our competitors’ advertising would lead you to believe they offer independent and holistic advice, their model is focused on product sales and placement. By contrast, KLS delivers technical expertise, comprehensive and conflict-free advice, and efficient execution.

Comprehensive Advice. Each KLS client advisor has multidisciplinary expertise and advises on all aspects of your affairs.

No Conflicts of Interest. We derive no income from any source other than the fees that our clients pay us, allowing us to choose the best solutions without any bias.

Follow Through. We implement all decisions, execute all trades, and manage the entire process. This includes serving as an intermediary on behalf of each client and their personal attorneys, accountants, private bankers, and other advisers.