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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-19-2013
- Office Locations
- 1
Office Locations
About Clements Investment Management
Clements Investment Management is a fiduciary RIA led by CEO Matt P. Clements, focused on hands-on wealth positioning for $1M+ clients navigating major life transitions. The firm provides individualized portfolio management and planning across assets such as equities, treasuries/bonds, retirement plans and insurance, guided by its proprietary “Financial Navigation” (GPS) system. Differentiators include hedge-fund research access and optional private retreats/mediation support during periods of change.
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Owner & Executives
MATTAWE PHILIP CLEMENTS
Chief Compliance Officer, MANAGING PRINCIPAL, Principal
- CRD
- #2165191
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,694,972 | -- |
| Non-Discretionary | $0 | $162,500 |
| Total | $36,694,972 | $162,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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