Our Investment Management Process

Posted on by Steve Price

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 Client Relationship Summary (Form CRS) by clicking here.  The Form CRS describes how we are compensated and summarizes our services, fees, and our legal obligations to our clients.  You may obtain a copy of our Form ADV Part 2 Disclosure Brochure, a regulatory document that explains in detail our services, fees, investment strategies, investment risk, discloses any conflicts, and includes additional information about our investment adviser representatives, by calling our office at (406) 259-4939 or simply by clicking here.  These documents are also publicly available at www.adviserinfo.sec.gov.  Our CRD# is 153873.

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Cladis Investment Advisory, LLC – Billings, Montana
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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 registered with the Securities and Exchange Commission (SEC).  Cladis Investment Advisory, LLC and its representatives are in compliance with the current notice filing and registration requirements applicable in those states our clients reside.  Cladis Investment Advisory, LLC and its representatives may only transact business or communicate individually with any client/prospective client about rendering investment advice or solicit or negotiate the sale of investment advisory services in those states it has notice filed or qualifies for an exemption from notice filing.  To determine whether or not our firm is notice filed in your state contact our office or your state’s securities law administrator.  You can also find this information at www.adviserinfo.sec.gov.  Our CRD# is 153873.  Although we may not currently be notice filed in your state, we may notice file your state if warranted.  The purpose of notice filing in a state is simply to notify the state securities law administrator that we are doing business in their state.