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  • Home [www. clelland. com]
    Since 1989, Clelland Company, Inc has provided investment consulting and investment management services for a select group of clients throughout the western United States We are a Registered Investment Advisor headquartered in La Jolla, California, advising on over $350 million Clelland Company is dedicated to identifying only the highest quality investment opportunities and to apply
  • Our Team - clelland. com
    Bob Clelland has extensive experience as a consultant to pension plans, insurance companies, foundations and endowments Bob is Director Emeritus of the Investment Management Consultants Association (IMCA), the national professional organization for the investment consulting industry
  • Contact - clelland. com
    Clelland Company Inc 5151 Shoreham Place Suite 130 San Diego,CA92122 Phone: (858) 587-8700 Fax: (858) 587-8787 Mon-Fri:8:00 AM - 4:00 PM
  • Our Philosophy - clelland. com
    Clelland Company was formed in 1989 to provide family office investment services to a small group of wealthy families, private foundations and endowments We were early proponents of the “manager of managers” approach to investment Using sophisticated techniques of asset allocation and style diversification, we have produced solid results for our clients
  • Services - clelland. com
    Services Clelland Company has one primary goal – to provide the highest quality investment advice and personalized service at the most reasonable cost Our success relies on our ability to deliver a superior and customized service to investors
  • Matthew Medeiros - clelland. com
    Matt Medeiros manages client services and is responsible for investment research and in developing and implementing client portfolio strategies He also manages all trading and securities settlement activity He assists in the development of asset allocation models, investment manager searches and portfolio performance monitoring and reporting systems Matt is a graduate of Trinity College
  • Tools - clelland. com
    Tools Glossary Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies Scroll through and find the information you need Tax Resources Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season Click on the link to find tax tools and information All Calculators Our collection of
  • Account Access - clelland. com
    Clelland Company, Inc is not liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of third-party technologies or programs available through these sites
  • Privacy Policy - clelland. com
    Contact Clelland Company Inc Office: (858) 587-8700 Fax: (858) 587-8787 5151 Shoreham Place Suite 130 San Diego,CA info@clelland com





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