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Larry Klotz

(419) 344-9934 4427 Talmadge Rd., Toledo, OH 43623 M-F 9am-5pm, Sa-Su Closed Official site

Categories: Financial Planning

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" 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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