KLS Advisors is a wealth-management firm, providing a full-range of services and counseling to high net-worth individuals.

PROBLEM
KLS' goal was to double their fee-only business in 5 years without increasing the size of their client roster.

SOLUTION
PM & Co analyzed the KLS organization, its market opportunities and clients. We developed a broad based strategy that involved many areas of the business.

RESULT
The goal was achieved in less than 3 years.