Welcome to CLC Investment Advisors
We are a financial services firm based out of Petoskey, Michigan that truly believes in educating retirees and pre-retirees about the importance of proper retirement financial planning. It's never too late to improve your situation or your financial goals.
CLC Investment Advisor's mission is to provide you with true knowledge so you can make better decisions regarding your finances. You've worked hard for your money, now it's time to enjoy life, and let your money work for you!
"Compound interest is the 8th Wonder of the World. He who understands it... earns it... he who doesn't... pays it." -Albert Einstein
Learn How to Descend Your Financial Mountain
(Watch Our Financial Sherpa Video Below)
Where Does Your Retirement Plan Need Improvement?
CLC Investment Advisors
416 E Mitchell St
PO BOX 2060
Petoskey MI 49770
Need Help Making a Financial Decision?
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through CLC Insurance. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Low Risk or Low Volatility strategies are generally defined as strategies that have a 10-year maximum drawdown of less than 10%. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.
Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.
CLC Investment Advisors is not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with CLC Investment Advisors or your own financial professional about your personal situation before making any financial decisions.
Medicare Supplement insurance policies are underwritten by each individual insurance company. CLC INVESTMENT ADVISORS AND THEIR LICENSED AGENTS/PRODUCERS ARE NOT CONNECTED WITH OR ENDORSED BY THE US GOVERNMENT OR THE FEDERAL MEDICARE PROGRAM.
Policies may have limitations and exclusions. For costs and complete details of coverage, contact the agent/producer.
These products and their features and riders may not be available in all states.
This is an insurance solicitation. A licensed insurance agent/producer may contact you.
Medicare Supplement insurance underwriting is conducted by each individual insurance company.
INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:
CLC Investment Advisors provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
©2021 CLC Investment Advisors. All rights reserved