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“Investment success is the product of an unwavering focus and commitment to long-term results.
It requires a precisely implemented strategic investment plan.”

Our Company

Since 1989, Clelland & Company, Inc. has provided investment consulting and investment management services for a select group of clients throughout the western United States. We are a Registered Investment Advisor headquartered in La Jolla, California, advising on over $250 million.

Clelland & Company is dedicated to identifying only the highest quality investment opportunities and to apply our experience, talent and attention to meeting our clients' financial goals.

Our Philosophy

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Our Services

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