CONNECT

Address:

8044 Montgomery Road, Suite 515
Cincinnati, OH 45236

Phone:

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

Fax/Other:

(513) 794-0201

Howard Kaplan, Scott Litwin, Senior Vice President/Investments
Pictured above: Howard Kaplan, Senior Vice President/Investments, Scott Litwin, Senior Vice President/Investments

Why Choose Kaplan, Litwin, Kaplan & Associates

  • Our focus is on you
     
  • Our team has more than 100 years of combined industry experience
     
  • Our clients are located in 31 states, and all have some connection to Cincinnati, Ohio
     
  • Independent and comprehensive investment strategies, not products
     
  • Consultative:
     
    • Our advice reflects full view of your goals and financial situation
       
    • We work closely with your other trusted advisors and can provide the names of other experienced professionals when needed
       
    • We serve as your single source for investment advice
       
  • Disciplined process with emphasis on strategic asset allocation
     
    • Long-term perspective emphasizing risk management strategies and asset allocation
       
    • Team-based approach
       
  • Fee-based business model centered on clients' needs and long-term, multigenerational relationships

 

 

Diversification (or asset allocation) does not ensure a profit or protect against loss.