Open an Account

We make it simple for you to do business with Clausen Capital Management. Our contracts are written in plain English and tailored the way we would want to do business if we were looking for a professional investment advisors. There are no setup charges or termination clauses. If, for any reason, you desire to move your money elsewhere, a simple signature is all that is required.

Clausen Capital Management does not hold custody of your assets, that is the responsibility of our business partner, Fidelity Investments.  We handle all the necessary paperwork and applications to assist you with opening an account with Fidelity Investments.

As a client of Clausen Capital Management, you provide us the discretionary right to make investment selections and trade your account whenever we deem it necessary. Clausen Capital does not contact you prior to making investment decisions regarding upcoming trades. Once the trades are made, you will receive trade confirmations, monthly statements, Year-end 1099's and summary year-end statements directly from Fidelity Investments. Clausen Capital Management will send out quarterly performance summaries as well as providing our overall market perspectives on a regular basis.

Our ultimate aim is to match or exceed market returns when market risk is in our favor and protect client assets whenever market risk is not in our favor. In this way, our clients receive the best of both worlds - the personalized attention and management expertise of their assets by Clausen Capital coupled with the strength and safety of our custodian.

We welcome you as a client and would be delighted to discuss our investment philosophy and contracts with you. Please fill out the form below and we will promptly respond to you by phone.

First Name
Last Name
Street Address
Street Address (Cont.)
City
State/Province
Zip/Postal Code
Phone
E-Mail