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.
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.
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.
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.