Since 1989, Clelland & Company, Inc. has provided investment consulting and investment management services for a select group of clients throughout the western United States. We are a Registered Investment Advisor headquartered in La Jolla, California advising on over $200 million. Clelland & Company is dedicated to identifying only the highest quality investment opportunities and to providing the necessary experience, talent and attention to see those opportunities to a successful conclusion.

We have assembled a team of in-house experts, associates and strategic partners who can solve the complex challenges facing your investment, estate planning, charitable giving, accounting or legal needs.

Investing today is more challenging than ever. A vast amount of information is available to you and to us. Our job is to help you find the best solution to your financial needs by sorting and analyzing the myriad of options. The complexity and volatility of today’s markets have created an environment where you need a strategic partner with access to expertise, information and the investment tools to succeed.