CONNECT

Address:

8044 Montgomery Road, Suite 515
Cincinnati, OH 45236

Phone:

(513) 794-0305 or (877) 858-8881

Fax/Other:

(513) 794-0201

Kaplan, Litwin, Kaplan & Associates, The Beliefs that Drive Our Business, Cincinnati, Ohio, Stifel

Kaplan, Litwin, Kaplan & Associates, Our Mission and Values, Cincinnati, Ohio, Stifel

We manage your portfolio to your specifications

We are committed to a relationship with you that is based on objectivity and transparency for pricing and advice.

Our planning approach is designed to help us understand your needs, agree on goals, and establish the appropriate implementation approaches.

That plan creates the framework for investment management that is aligned with your interests and goals, and establishes the basis for evaluating progress over time.

 

Our Approach

  • Focus is on you – Success begins with understanding the client's core values and goals –
    getting to know you.

     
  • Fee-based business model centered on clients' needs and long-term, multi-generational relationships.
     
  • Emphasis on independent and comprehensive strategies – not just products – Building and preserving wealth is best pursued through a comprehensive program.
     
  • Consultative:
    • Advice reflects full view of client goals and financial situation.
    • We work closely with other trusted advisors and recommend experienced professionals when needed.
       
  • Serve as your single source for investments.
     
  • Team-based approach ensures lively debate and dialogue centered around your interests.

 

Our Client-Centric Approach
Your interests are at the core of our approach

Consultative Advice

  • Long-term strategic and short-term tactical
  • Objective implementation recommendations

Customization

  • Individualized, bespoke investment plans
  • Broad offerings facilitate selectivity
  • Tailored investment implementation

Convenience

  • Streamlined client documentation
  • Facilitates ease of investing and rebalancing

Confidence

  • Investment plan design that is implementation agnostic
  • Integrates firm's research views and insights