Fully invested with you.

Free Weekly

Market Update

Go Green with online payments

 

Clausen Capital Management is a Registered Investment Advisor committed to providing professional investment advisory services for the benefit of our clients - including individual and joint brokerage accounts, trusts, IRAs, and 401K Rollovers.

Clausen Capital Management actively manages client accounts

We actively manage and position our investments to participate in the markets when risk is in our favor and move to protect our clients assets when market risk is not in our favor.  We use a disciplined, time-tested methodology that has enabled us to achieve superior risk-adjusted returns for our clients.

Our greatest satisfaction comes from helping people

We work closely with our clients to determine their individual needs and financial objectives. We provide our clients with a very personal level of service and strive to form a long-term relationship by acting responsibly, honestly, and with the highest integrity to meet our clients' goals.

We invite you to contact us today, at no obligation to you, to learn more about Clausen Capital Management's investment advisory services.

 

Weekly Market Analysis  (Free)
Quarterly Performance Report   (Free)
One-time Analysis of your 401k or 403b Funds

 

Fidelity Investments provides clearing and custody services to Clausen Capital Management Inc.
Working with Fidelity Investments® gives us access to a wide range of products and services.
that can help us serve the needs of our clients.