Why Choose Kaplan, Litwin, Kaplan & Associates

♦ Focus is on you

♦ Our team has over 90 years of industry experience

♦ We have clients in 31 states that have some connection to Cincinnati, Ohio

♦ Independent and comprehensive investment strategies, not products

♦ Consultative:

  • Advice reflects full view of client goals and financial situation
  • We work closely with your other trusted advisors and can provide the names of other experienced professionals when needed
  • Your single source for investments

♦ Disciplined process with emphasis on strategic asset allocation

  • Long-term perspective emphasizing risk management and asset allocation
  • Team-based approach

♦ Fee-based business model centered on clients' needs and long-term, multigenerational relationships

 

 

(Left) Howard Kaplan Senior Vice President/Investments, Peter Krinas Client Service Associate, Donald Kaplan Senior Vice President/Investments, Scott Litwin Senior Vice President/Investments, Denise Chastain Registered Client Service Associate