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.