Klopp Investment Management LLC partners with financial planners and brokers to better serve their clients and to help meet their mutual goals.
Financial Planners & Brokers
Klopp Investment Management LLC.
• FIDELITY INVESTMENTS • TD AMERITRADE • CHARLES SCHWAB
Based in Cleveland, Ohio, we are a second-generation owned and operated Asset Management firm known best for high-quality investments, a solid track record for performance, and extraordinary client services. We manage discretionary accounts: Individual Accounts, Retirement Accounts, Charitable Groups, Institutions and Trusts. John S. Klopp, Chief Executive Officer
We manage many Individual Accounts for Financial Planners and Brokers who entrust Klopp Investment Management with their clients' assets. Our investment style is consistent with a typical mutual fund — but with higher levels of personal, one-on-one service and attention to the client's specific financial needs consistent with modern portfolio theory.
Contact us to discuss how our investment strategies might coincide with yours for a beneficial partnership.
Custodianship of Account Assets Clients' assets are held at the following large financial institutions where we have ongoing relationships: