Home - United States - Ohio - Maumee - Larry Klotz #24203


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Business Type : Financial Planners
Address : 655 Beaver Creek Cir, Maumee, OH 43537
Coordinate : 41.57653,-83.68916
Phone : (419) 344-9934
Year : 2021
Opening Hours :
Mon - Fri : 9:00 am - 5:00 pm
Sat - Sun : Closed

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General Info:

" 40 Plus Years World Class Experience in Serving Institutional And Private Wealth" From 1973 to 1981 Mr. Klotz worked for A.G. Becker (Capital Resources Advisor) as a Vice President, Senior Consultant. He assisted clients in the development of investment policy, asset allocation, investment manager selection and investment manager performance evaluation. His clients had over $38 billion in total investments and over 223 investment managers. He has attended or led over 2,000 Client/Manager selections or evaluation meetings.

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