Steven L. Klosterman, President
MBA, Stanford University; BA, UCLA
Klosterman Capital Corporation is a fee-only, investment management consulting firm, which provides objective,
independent advice to high-net worth individuals and institutional investors. Steven Klosterman, the founder and
President of Klosterman Capital Corporation, has over 25 years of experience in the investment field and is an
active business and community volunteer, including serving on the Board of Directors of the UCLA Foundation and chairing the Investment Committee, which oversees the investments of over $1 billion in assets. His diverse client base includes a family office and their family foundation, entrepreneurs, retired professional athletes, radio personalities,
real estate executives and not-for-profits including the American Lung Association of California.
Klosterman Capital Corporation utilizes the services of several major institutional financial services firms, most
notably Frank Russell Company, the world's largest investment management
consulting firm.
In late 2003, Klosterman Capital Corporation expanded its services by entering into an affiliation with Halbert
Hargrove, headquartered in Long Beach, California, and now works in Halbert Hargrove's San Diego
office. Halbert Hargrove is one of Southern California's premier Registered Investment Adviser (RIA) firms, with
offices in Long Beach, San Diego, Denver, and Seattle.
For detailed information on the advantages offered by Steven Klosterman and the Halbert Hargrove team, please visit
us at www.halberthargrove.com.
Charitable organizations are invited to explore www.charitablesolutionsonline.com, featuring Charitable Solutions, an affiliated company of Halbert Hargrove Russell that provides charitable administration and related services to public charities and private foundations. |
