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In summary:
- We analyze the markets daily, constantly measuring market risk.
- We actively manage all client accounts with Fidelity Investments acting as custodian of client assets.
- Our disciplined investment style lowers risk and prepares for the unexpected.
- We set clearly defined objectives and methodologies.
- We offer unbiased professional investment advice.
- We invest in mutual funds that offer no loads or minimum redemption fees.
If this sounds like the way your wish to have your assets invested, give us a call or send us and email. We would be delighted to talk with you and further explain the value of our investment services.
Clausen Capital Management, Inc.
1811 Sardis Road North
Suite 222
Charlotte, North Carolina 28270
gclausen@clausencap.com
704.847.8467 (Office)
800.617.5877 (Toll Free)
704.708.5876 (Fax)