Klingenstein Fields Advisors Email Format

Investment ManagementNew York, United States11-50 Employees

Klingenstein Fields Advisors is a privately owned investment management firm that operates as a Registered Investment Adviser, providing portfolio management and investment advisory services to a client base that includes high net worth individuals and families, trusts, estates, IRAs, charitable institutions, foundations, endowments, personal pension and profit-sharing plans, and private investment funds. Founded in 1989 as the successor to Wertheim Schroder Individual Capital Management, the firm is based in New York City with an additional office in West Palm Beach, Florida. The company is part of the investment management industry and maintains a policy of not accepting endorsements on social media in line with SEC rules. In 2025, the firm expanded its South Florida presence with the appointment of Christopher E. Havlicek as Managing Director of Client Development. The firm has been recognized as a Top 100 Registered Investment Advisor by Barron's in 2024.

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