Service • Experience • Commitment

Cladis Investment Advisory delivers service and solutions that exceed your expectations.

Our Team

Welcome to Your Financial Future

No two situations are the same. At Cladis Investment Advisory we work to understand your financial goals and current situation in order to create a financial plan and provide guidance tailored to your specific circumstances. As a team, we will work with you to assess where you are now and facilitate conversations that empower you to decide where you’re going.

Your Plan • Our Guidance • Your Future

A map is only helpful when you know your destination. When you set goals, you set your destination. We are here to help you make informed decisions as you work towards your financial destinations.

Financial Goals

Financial Goals

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Asset allocation is an important financial planning tool. Proper asset allocation seeks to increase the return of a portfolio for a given level of risk by spreading that risk between different asset classes (e.g. domestic equities, fixed income, REITs, etc.). Through our conversations, we will develop an asset allocation that will help you reach your goals and sleep soundly at night.

Asset Allocation

Asset Allocation

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In the 24-hour news cycle, information moves faster than ever.  At Cladis Investment Advisory we monitor market developments to identify events that may affect your portfolio’s investment holdings.  We will carefully consider these developments in conjunction with your long-term goals and objectives to determine if changes should be made to your portfolio or overall financial plan.

Portfolio Monitoring

Portfolio Monitoring

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Comprehensive financial planning involves much more than investment management alone. And because no two financial situations are the same, we are here to provide the guidance you are seeking. Whether you need assistance in retirement or estate planning, developing a debt reduction plan, or saving for education, we can help.

Personal Guidance

Personal Guidance

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"Wealth is the ability to fully experience life."
Henry David Thoreau

Our Investment Management Process

By first understanding your goals, risk tolerance, and time horizon we then customize an investment portfolio to fit your needs. In building your customized portfolio, we diversify your holdings across different asset classes in an effort to minimize risk and maximize returns given the risk tolerance you present.

You may obtain a copy of our Form ADV Part 2 Disclosure Brochure, a regulatory document, which explains in detail our services, fees, investment strategies, investment risk, and discloses any conflicts of interest by calling our office at (406) 259-4939. It is publicly available at www.adviserinfo.sec.gov.

Our Investment Management Process

Committed to Trust

At Cladis Investment Advisory we are committed to you and your financial goals. We strive to offer the best customer service experience to every client. Our goal is to empower you along your financial journey and to build a relationship you can trust.

In Your Best Interest

Cladis Investment Advisory, as a Registered Investment Advisor, is a fiduciary, obligated by law to act in our clients’ best financial interest at all times. We have created and adhere to a Code of Ethics that governs our fiduciary duties to our clients. You may request a copy of our Code by calling our office at (406) 259-4939.

Cladis Investment Advisory, LLC – Billings, Montana
© 2019 All Rights Reserved. Legal Disclosures.

This website is limited to the dissemination of general information pertaining to Cladis Investment Advisory, LLC’s services, together with access to additional investment-related information, publications and links. Accordingly, the publication of this website should not be construed as a solicitation or offer to effect, or attempt to effect, transactions in securities or personalized investment advice for compensation over the Internet.

The material on this website is without regard to the specific investment objectives, financial situation or particular needs of any visitor. Any opinions expressed on this website do not constitute investment advice.

Cladis Investment Advisory, LLC is a state-registered investment advisor located in Billings, Montana. Cladis Investment Advisory, LLC and its representatives are in compliance with the current registration requirements applicable in those states in which Cladis Investment Advisory, LLC maintains clients.

Cladis Investment Advisory, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of Cladis Investment Advisory, LLC, please contact our office or your state’s securities law administrator. Although we may not currently be registered in your state, we may seek registration in your state if warranted. "Today's Financial Headlines" provided by MarketWatch.

Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.