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Kling & Marsh Wealth Management, LLC

130 Allens Creek Park
Rochester, New York 14618
United States
 
Contact :      Mr. David Masters
Phone :       (585) 256-2320
Fax :             (585) 256-2326
Email :         dmasters@kling-marsh.com
Web :           http://www.kling-marsh.com

Kling & Marsh Wealth Management, LLC Information

Type of organization :
Total Assets Managed ($Mil) : $4
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $4
Year Founded : 2007
Wrap Programs Offered? : No
# of Accounts Managed : 18
In-House Research : 80 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : Yes
Wrap Program Description  
In $ Thousands

Kling & Marsh Wealth Management, LLC History

Kling & Marsh Wealth Management, LLC (K&M) is an investment management firm registered with the U.S. Securities and Exchange. Founded in 2007, K & M is an independent firm managed by a team of highly trained and educated professionals with extensive experience in achieving client investment goals. K & M manages both equity and balanced accounts for individuals and institutions. Our investment style is large capitalization growth with an emphasis on dividend paying companies where applicable to our stock selection process. We apply a fundamental, bottom up approach and a quantitative overview selecting individual companies that make up our portfolio rather than diversifying among industries and economic sectors. The process is earnings and revenue driven with a quality and consistency overlay. Our equity portfolio consists of between 25-30 securities, many with significant and diversified global revenues. Our balanced accounts contain high grade government, corporate, and when appropriate, municipal bonds, with maturities ranging from one to ten years. In some cases income producing stocks are also used. Typically, the fixed income portion of a K & M balanced account will range from 20-40% of the portfolio. K & M is not affiliated with the brokerage or banking community and does not share in any commissions or have any conflicts of interest. We sit on the same side of the table as our investment management clients. Our only business is investment management. K&M is headed by a team of four veteran investment professionals; Dr. Christian Kling, President/Managing Partner, Mr. Joseph Marsh, Executive VP/Managing Partner, Mr. David Masters, Executive VP/Portfolio Manager, and Ms. Deborah Dyer, Executive VP/Corporate Secretary. Both Dr. Kling and Mr. Marsh are well-recognized names throughout New York and the Northeast. During his 37 year tenure in the financial arena, Dr. Kling has held the positions of Executive VP/Portfolio Manager of Connecticut Investment Management, Inc., Senior Vice President-Investments at Morgan Stanley and co-founded the Noah Mutual Fund. Mr. Marsh founded his original investment firm, “Marsh Capital Management, Inc.”, in 1984 after having worked primarily as an investment trust officer for Security Trust Bank (later Norstar) where he managed over $600 million in personal and institutional assets before his departure to found his own investment company. Both Partners have created and grown successful investment and consulting firms independently. In the spring of 2007 they joined to create an Investment Advisory Firm based on integrity, honesty and the highest of ethical standards

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 4 Analysts : 2
Portfolio Managers : 2 Traders : 2
Client Service : 2 Operation : 2

Kling & Marsh Wealth Management, LLC Personnel

Mr.  Joseph Marsh

Portfolio Manager
Tel : (585)256-2320
Email: jmarsh@kling-marsh.com
7 Years of Investment Management Experience Executive VP and Managing Partner, Kling & Marsh Wealth Management, LLC Founder and President, Marsh Capital Management, LLC Founder, President and Chief Investment Officer, Marsh Capital Management, Inc. Investment Officer, Security Trust (Norstar) Former Board Member, Brockport College Foundation Former Board Member and Chairman of the Investment Committee, Rochester Philharmonic Orchestra B.S., Economics, State University of New York at Brockport NASD Series 65e 1979

Mr.  David Masters

Portfolio Manager
Tel : (585)256-2320
Email: dmasters@kling-marsh.com
26 Years of Investment Management Experience Partner, Marsh Capital Management, LLC VP/Financial Consultant, Smith Barney Inc. VP/Financial Consultant, Tucker Anthony Inc. Founder and President, Mutual Portfolio Services, Inc. AVP/Institutional Bond Salesman, Chase Lincoln Bank Officer/Institutional Bond Salesman, Marine Midland Bank B.A. with Honors, English Literature, Presidential Scholar, University of Rochester Semester Abroad, University of Sussex, Brighton, England NASD Series 65

Mr.  Christian Kling

Client Contact
Tel : 860-367-5727
Email: dmasters@kling-marsh.com
40 Years of Investment Management Experience President and Managing Partner, Kling & Marsh Wealth Management, LLC, 2007 Executive VP & Portfolio Manager, Connecticut Investment Management, Inc., 1994-2007 Co-founder of the Noah Mutual Fund, 1992-1994 Senior VP - Investments, Chairman’s Council, Paine Webber, 1984-1994 Senior VP - Investments, Chairman’s Club, Dean Witter, 1976-1984 Associate Professor of Economics, University of Rochester, 1968-1975 Founder and CEO, Kling, Manning & Napier, Inc., 1968-1972 Senior Financial Analyst, Finance Division, Xerox Corporation, 1960-1964 Masters Degree, Divinity, Yale University, 1995-1998 Ph.D., Economics, Ford Foundation Fellow, University of Michigan, 1966-1968 M.B.A., Finance, Columbia University, 1964-1966 B.S., Economics, Wharton School, University of Pennsylvania, 1956-1960 NASD Series 65

Kling & Marsh Wealth Management, LLC Product Name

Large-Cap Growth:Privately Managed Accounts
Report Created: September,23 2020.  Copyright Money Manager Review , All rights Reserved.
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