Portfolio Monitoring

Posted on by Steve Price

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.

Cladis Investment Advisory, LLC – Billings, Montana
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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.