Larry Klotz

CONNECT

Address:

4427 Talmadge Rd.
Toledo, OH 43623

Phone:

(419) 344-9934

Larry Klotz

Larry Klotz

Financial Advisor

" 40 Plus Years World Class Experience in Serving Institutional And Private Wealth"

PENSION AND TAX-EXEMPT FUNDS CONSULTANT: 9 Years

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.

INVESTMENT MANAGER FIRM OWNER: 8 Years

In 1981 Mr. Klotz co-founded Dimensional Funds Advisors (DFA), a firm specializing in Modem Portfolio Theory. While at DFA Mr. Klotz worked with leaders of Modern Finance such as Nobel Prize Laureates: Merton Miller, Myron Scholes, Gene Fama and other academics Dr. Roger Ibbottson and Dr. Rolf Banz.

INVESTMENT MANAGER CONSULTANT: 7 Years

After leaving DFA, 1989-2000 Mr. Klotz has worked as an advisor to investment manager firms on product development, marketing and sales for such diversified investments as Mutual Fund FOF (Harbor Capital), RTC offerings (Liberty Ins), International Investing (John Templeton) and Glenwood Investments ( Hedge Fund of Funds).

Board of Directors Membership {PAST)

1. Dimensional Funds Advisor (DF A)
2. Glenwood Investments.

Church: Cedar Creek, Perrysburg Ohio

Volunteer Efforts

1. Chairman of Chicago chapter World Hunger Project with John Denver and Mary Druker.
2. Worked directly with three street gang leaders on Mayor Harold Washington's gang task force.

8940 Oak Valley Road, Holland Ohio 43528

Office: 419 725 7305 Mobile 419 344 9934

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck