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Clelland & Company has one primary goal – to provide the highest quality investment advice and personalized service at the most reasonable cost. Our success relies on our ability to deliver a superior and customized service to investors.

Investment Advisory Services

  • Investment Planning 
  • Portfolio Evaluation 
  • Asset Allocation 
  • Portfolio Design
  • Investment Management 
  • Tax Sensitive Investing 
  • Performance Measurement 
  • Custom Reporting

Family Office Services

  • Estate Planning 
  • Tax Planning 
  • Trustee Services 
  • Family Education
  • Insurance Planning 
  • Asset Protection Strategies 
  • Charitable Trusts 
  • Foundations & Philanthropic Planning       

Foundation and Endowment Services

  • Investment Consulting 
  • Investment Policy Guidance 
  • Spending Policy Development 
  • Planned Giving Programs