Broker Check

Our Philosophy

Clelland & Company was formed in 1989 to provide family office investment services to a small group of wealthy families, private foundations and endowments. We were early proponents of the “manager of managers” approach to investment. Using sophisticated techniques of asset allocation and style diversification, we have produced solid results for our clients.

Our investment philosophy is to seek superior long-term, risk-adjusted returns based on each client’s risk profile and time horizon. We accomplish this by skillfully diversifying your investment among some of the most expert managers in the world. This approach has proven to be very successful.

In addition to performance, we understand your desire to simplify, so we give you consolidated reports that clearly show how your assets are performing. We perform all the investment functions and work closely with your other advisors, accountants and attorneys who also specialize in the financial affairs of affluent families. You can relax because we coordinate everything for you.

Clelland & Company understands the value of discretion and confidentiality because we are consultants to some of the country’s wealthiest families and private institutions.