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M.D. Sass is a boutique asset management firm that has been creating highly differentiated investment strategies for over 49 years. We manage portfolios directly and also partner with early stage managers to build new and innovative investment businesses. We take pride in identifying undiscovered and misperceived opportunities through rigorous research. The firm was founded in March of 1972 on four key principles: Our belief that many attractive investment opportunities exist outside the bounds of the conventional wisdom of the moment, Our willingness to conduct rigorous research to find and capture potential rewards and identify, measure and control risks, Our dedication to providing clients with service and solutions tailored to their specific circumstances, objectives and risk tolerances, Our commitment to invest our own capital alongside that of our clients. Since then, we have started and grown 34 different investment businesses across a wide array of strategies. Today, the firm manages a range of equity, fixed income and alternative strategies for public funds, corporations, Taft-Hartley funds, endowments/foundations, private banks, registered investment advisors, and individuals.
KLR is one of New England`s premier accounting and business advisory firms. With 200+ team members and offices in Boston, Newport, Providence, Shanghai and Waltham, KLR provides a wide range of services to both individuals and businesses. Ranked one of the largest firms in New England, KLR`s growth and commitment to client service is unparalleled in the industry. Communication, Cost Saving Strategies, Relationships and Excellence are the core of our commitment to our clients. KLR has been awarded three Practice Innovation Awards and named one of the Best Places to Work (10 years in a row). Our award-winning firm helps ensure our ability to retain the most talented professionals to support your business.
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