Services

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

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

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