Overview
Investment Advisory and Consulting Services Clelland & Company, Inc. provides
investment advisory services to individual investors, foundations, endowments and pension
funds for a fee, based upon a percentage of assets under management. Clelland & Company
may also offer one-time or on-going consulting advice on investments for a specified project fee
or annual retainer fee.
Since 1989, Clelland & Company, Inc. has provided investment consulting and investment
advisory services for a select group of clients throughout the United States. We are an
employee-owned Registered Investment Advisor headquartered in San Diego, California, with
an additional office in Denver, Colorado. Clelland & Company is dedicated to identifying only the
highest quality investment opportunities and providing the necessary experience, talent and
attention to implement them to a successful conclusion.
Our range of expertise and experience includes investments in U.S. equity funds and securities,
foreign equity funds, U.S. government and corporate debt funds, municipal bonds and municipal
bond funds, real estate investment trusts and funds, and alternative strategies including hedge
funds, commodities, distressed debt, private equity, and futures contracts.
In addition to investment advice and management, we offer wealth
and life planning services
that include estate planning, retirement planning and cash flow analysis. Working with other
professionals such as estate attorneys, CPA’s, independent trustees, executives of charitable
organizations, and employee benefit professionals, we become part of our clients’ wealth
advisory team.
The officers of Clelland & Company, Inc. are Matthew Medeiros, President, CEO and CCO and
Hannah O’Loughlin, Vice President and CFO. The Company’s investment decision-makers and
associates are required to have a minimum of a college degree plus work experience and to
have an understanding of investments and portfolio management techniques. They are also
required to pass the Uniform Investment Adviser (Series 65) Examination or equivalent, or be
making progress towards passing. Our employees hold other relevant securities designations
such as the Chartered Financial Analyst® (CFA®) or the Certified Private Wealth AdvisorSM
(CPWA®) designations. See the Brochure Supplement (Part 2B of Form ADV) for the
educational background and business experience of employees who manage portfolios for our
clients.
December 31, 2023
Assets under management:
Discretionary: $316,251,547
Non-Discretionary: $ 83,535,172
Total: $399,786,719