Klein Decisions was founded in 2002 with a simple purpose: to develop and introduce dynamic decision systems that incorporate investor preferences into the investment decision process. Klein's team of experienced investment and technology experts have introduced a suite of web-based applications based on a patented process that precisely quantifies individual risk tolerance, goals, behaviors and preferences, and integrates that insight into a personalized investment solution.

While Klein offers a range of decision support products, it is their company mandate that they all share these common characteristics:

Patented Decision Analytics
Their exclusive K4 decision process uses the widely accepted market research technique known as conjoint analysis to bring process and discipline to the discovery and analysis of investor preferences. Using this patented and sophisticated preference measurement along with a proprietary risk tolerance measurement, the K4 decision tools explicitly link individual investor behaviors and preferences with the most suitable strategies and solutions.

Unmatched Personalization and Results
Klein Decisions delivers a personalized experience using a dynamic, investor-specific questionnaire based on the attributes that are important and the particular audience using the tools. When an investor experiences K4, there is immediate buy-in and understanding. The K4 decision tools provide a practical, rigorous, documented way to achieve a level of personalization unmatched by any other analysis.

User-Friendly Web Interfaces
Just because their analytics are sophisticated doesn't mean they require significant training or assistance. The intuitive nature of our questionnaires and guided application interface allows consultants, advisors and individual investors to achieve the desired results quickly and easily.

Applied Expertise
Because of the industry background of Klein's founder, Robert L. Padgette, CFA CIMA, and their experience in financial services, Klein's standard applications are particularly designed for the decision and the solution set of that application. They can also tailor each of our applications to meet specific decision needs and our process can be applied to unique requirements, decisions, attributes, or solution sets through the selection of attributes, questionnaires, data, and browser interface.