Company Profile

Clausen Capital Management (CCM) is a Registered Investment Advisor dedicated to providing our clients independent and objective investment services.

We are committed to the quality of your investments and ensure we will position your investments to take full advantage of favorable markets while limiting risk and market volatility.

CCM, headquartered in Charlotte, North Carolina with offices in Fort Meyers Florida, is a boutique investment advisory firm doing business in nine states. 

Clausen Capital Management has developed an extensive understanding of risk management capabilities based on manager experience and our proprietary technical analysis systems.

We have dedicated significant time and resources to create state-of-the-art risk management processes, which have been time tested and back-tested.