Klingman & Associates, LLC


Klingman & Associates, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

This website is a publication of Klingman & Associates, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change. Content should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

Any personal information submitted by you on this website is maintained in accordance with our Privacy Policy. Please carefully review our Privacy Policy.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance cannot be relied on to be a predictor of future performance.

Any investment product, service or strategy mentioned on this website may have tax consequences.  Klingman & Associates, LLC does not provide tax advice.  Any person reviewing the information on this website should consult with their attorney, accountant or other tax advisor to ensure they understand the potential tax consequences of such investment product, service or strategy.

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