Klein Decisions, Inc.

Klein Decisions was founded in 2002 with a simple purpose: to develop dynamic decision systems that incorporate investor preferences, goals, and priorities into the investment process. Applying its patented process to mutual fund evaluation, portfolio selection, and retirement advice and guidance, Klein's suite of web-based applications deliver the final, complete solution. Our mission at Klein Decisions is to deliver a personalized investment strategy with a streamlined investment decision process We develop and deliver web-based systems that dynamically incorporate personal preferences and deliver a complete final solution. This is accomplished for our clients by an enthusiastic, experienced team working towards a common goal.


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Bob Padgette
CEO & Founder
Klein Decisions, Inc.

Bob Padgette, CEO & Founder, Klein Decisions has been involved in the development of new products and services for the investment and financial services industry for more than two decades. Mr. Padgette founded Klein Decisions in 2002. Bob was also the Chief Executive Officer and founder of Möbius Group, Inc., a leading provider of software and data for investment professionals. Mobius was founded in 1989 and acquired by CheckFree in 1999. He began his investment career in 1981 at Kidder, Peabody & Co., where he last served as Vice President and National Director of the PRIME Asset Consulting Group. During his career Bob has been active in the Investment Management Consultants Association (IMCA), serving on numerous committees and helping develop IMCA's Consultant Performance Presentation standards. As part of his IMCA activities in the 1990s he served as an instructor on the manager research and evaluation section of the CIMA certification course taught at Wharton School of Business in Philadelphia. He received the Steve Kessler annual writing award in 1997 from IMCA and the Pioneer Award from the Money Management Institute in 2003 for his overall contributions to the managed accounts industry. He has been a member of the Methodology Committee at the Retirement Income Industry Association (RIIA). Mr. Padgette received both a BSEE and an MBA from Duke University. Bob is a CFA Charterholder since 1988 and a Certified Investment Management Analyst (CIMA®) since 1991. He is also an active member of the CFA institute, IMCA, and RIIA.

For more information, call 919-256-6962 or email: bpadgette@kleindecisions.com


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