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fuest & klein wealth advisors, llc
43 West 33rd St., Suite 303, NY NY 10001
917.397.7996

YOU MUST BE THE CHANGE YOU WISH TO SEE IN THE WORLD.

- Mahatma Ghandi (1869-1948)

Investment Process

The market is not monolithic. Sectors, styles, countries all come into and fall out of favor, not to mention the global inter-dynamic relationships of monetary and fiscal policies. No single approach is appropriate for all market environments, so the use of a multi-model approach: Fundamental Analysis, Quantitative Analysis and Technical Analysis.

Investment Thought Model:

Economic & Geopolitical Cycles | | | Performance of Sectors and 

Industries | | | Differing Security Income Classes | | | Tax Considerations

 

In reality, there is not one true view of the world. At fuest & klein we apply a comprehensive understanding of macro and micro economics (both domestically and internationally), intensive underpinning market barometers and a synthesized view of the economic outlooks from leading Wall Street firms to create our own economic & portfolio strategy.

 

Applying our portfolio strategy to client portfolios is an equally intensive process. Our strategic decisions are not computerized or commoditized. They are reviewed personally by a portfolio manager to create a personalized portfolio based on strategic asset allocation, cash flow needs, and tax sensitivities.