Executive Summary

Clausen Capital Management is a "manager" of managers. We select the best managed no-load mutual funds available, take very specific steps to create well crafted and diversified portfolio, add sophisticated market models, use established technical tools and then manage our portfolios with time tested disciplines.

As objective and diligent observers of the markets, our most important service is to provide unbiased, professional investment advice to clients. We are a Fee Only Registered Investment Advisor, which means we do not receive brokerage commissions or underwriting fees from any other organization. Our compensation is linked directly to the results achieved by the management and performance of our clients' portfolios.

It is our main objective to provide the highest standards of Integrity, Trust, and Service.

Integrity is the key to our success therefore we are committed to the highest levels of integrity in how we manage our business and how we invest for our clients.

We believe Trust is earned, not given.

Our Service is differentiated in our belief to always go the extra mile and provide the easiest, most convenient working relationship for you. 

In summary, Clausen Capital Management makes it a point to always invest on behalf of our clients. It is our clients who have made us successful and our obligation to them to make them successful in their investing.