Klein Asset Management, LLC

5 Total Employees
5 Local Employees
Year Founded: 2003

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Klein Asset Management, LLC, formed in 2003, serves individual investors via a directional growth stock approach.  When the market is in an uptrend, the firm seeks to exploit investment opportunities.  When the trend is down or neutral, assets are protected.  Klein Asset Management undertakes major market research projects.  In many cases, these result in improved investment methods, which ultimately improve performance.

Joel T. Klein is the President and Chief Investment Officer of Klein Asset Management, LLC.  With a background in business and math, Joel began studying the markets in earnest in the early 1990's.  He has been managing money professionally since 2000.  In 2003, Joel began managing the Hedge Fund, Blue Diamond Capital, LP using his interpretation of a growth stock method known as CAN SLIM®. That fund remains in operation today. 

Joel’s investment philosophy is to be aligned with the trend of the General Market.  It is his opinion that every stock market strategy must have a defensive component as well as an offensive one.  Additionally, he has performed more than 7,000 hours of stock market research that have led to several unique proprietary technologies. 
Most recently, Joel has launched a second offering as the Portfolio Manager of Klein Select Partners, LP, and the founder of Klein Securities Group, LLC, an affiliate company of Klein Asset Management, LLC. 
Joel also writes the Klein Market Summary, which is a weekly analysis of the overall market trend.  The Klein Market Summary generates hundreds of new subscribers per year and presently continues to be offered free of charge.