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 Advisory Services

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

 

 


Family Office Services

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

 



Foundation and Endowment Services

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