About Our Firm
We'll show you how to safely descend your financial mountain
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Nestled in the beautiful hardwoods of Northern Michigan stands an Advisory Firm that puts our clients first. We are a true independent firm with a system designed to craft low risk low volatility portfolio based on the individual's retirement plans. Our plans are designed to be opportunistic in good times and defensive in bad times to help keep clients out of h arms way.
We believe in Tactical Asset Management where our platform of Private Wealth Managers can go "Risk off" to cash, take advantage of the stock market if it goes up or down and can potentially earn money for our clients if interest rates increase or decrease.
For retirees, pre retirees and conservative investors, we do NOT believe that "Buy & Hold" and Asset Allocation Models are appropriate, considering investor losses could be 50% in the S&P 500 as we experienced during the Great Recession.
At CLC Investment Advisors, we strive to provide our clients with low risk and low volatility portfolio management. Through our Retirement Designed Money
Management System, we look after our clients by providing them with portfolios to help protect what they've worked so hard to build.
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We are a proud member of the Safe Money Places Agent Network which is a national association of independent like-minded agents who operate under the Safe Money Places® philosophy.
Visit our educational website
www.safemoneyplaces.com for unbiased information about Safe Money Places.