Jerry P. Getsos discusses Klingenstein Fields Wealth Advisors. The firm uses bottom-up fundamentals to execute wealth planning and investment management. According to Mr. Getsos, the firm manages for the long term, investing about 70% in equities and 30% in fixed income. Overweighting equities is due to the firm’s belief that interest rates will remain lower for longer, which is positive for equity valuations and the overall economy. In general, Mr. Getsos looks for investments that have clean balance sheets and that are generating free cash.
Full interview available here.
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