Our Commitment To You

At Cladis Investment Advisory we are committed to you and your financial goals. The client relationship at Cladis Investment Advisory defines the success of the business we have established as experienced professionals in the financial advisory services industry. Our clients are high net worth individuals, business owners and their families, as well as foundations and charities.

We are dedicated to you achieving your goals. Whether it be retirement planning, college planning, a home or business purchase, or simply meeting a savings goal, your financial success is extremely important to us. We are deeply committed to a relationship built on trust and integrity that lasts a lifetime.

Our Investment Management Process

Upon establishing your financial goals, we will structure an investment portfolio to fit your needs based upon your risk tolerance and other investment considerations. As time goes on, and markets ebb and flow, we will monitor and rebalance your portfolio.

We understand situations can change. Therefore, as part of our monitoring process, we encourage you to communicate any life changing events. By doing this, we can help keep your goals on track and ensure that you feel comfortable in the direction you are heading.

We Act in Your Best Interest

Fiduciary

Cladis Investment Advisory is registered with and regulated by the Office of the Commissioner of Securities and Insurance, Montana State Auditor. As a registered investment advisor, we are a fiduciary, obligated by law to act in our clients’ best interests at all times.

Ethics

We have created and adhere to a Code of Ethics which sets forth ethical standards governing the investment advisory services we provide to our clients. We believe implementing this Code and adhering to its standards provides another layer of trust to our client relationships.

Security

We are committed to protecting and safeguarding our clients’ information. We have implemented policies and procedures designed to protect client information. Our contracted partners and providers implement and maintain such safeguards as well.

Fees

Cladis Investment Advisory is a fee-only, Registered Investment Advisor. Our representatives do not sell individual investment products and do not receive commissions. We are compensated for our services based upon the market value of assets under management. All fees will be explained to ensure your complete understanding prior to any services rendered.

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.