With roots dating back to 1997, Klein Wealth Management, Inc. is an investment management firm founded in 2010 on the principle of providing clients with a sensible and unique approach to portfolio management.  Klein Wealth's uses tenets of Harry Markowitz's 1990 Nobel Prize winning, Modern Portfolio Theory along with Tactical Portfolio Theory. Tactical Portfolio Theory is a time-tested investment process created by Klein Wealth to keep clients invested during up trends in the stock market and reduce stock exposure during down trends.