CLF Asset Management is a fiercely independent, fee-only investment planning and management firm for all things related to an individual’s or employer’s financial health.
Our Investment Management Process begins after we have had a thorough discussion to help craft an understanding of your vision and financial goals. We custom-build investment portfolios tailored to your specific financial needs, time horizon, emotional tolerance for risk, and financial capacity to endure risk and tax situations.
Your portfolio is designed and regularly monitored with the current economic environment in mind. We consider inflation, deflation, market valuations, and investment styles as we construct your portfolio, as well as in addition to ensuring appropriate ongoing re-balancing decisions.