602-889-6500

People First, Finances Second

While many financial advisors try to be all things to all people, at Clear Direction Investments it’s all about taking care of you. Our business is about the relationship first and the finances second.

The result is a remarkable client experience that is efficient, dynamic, and totally focused on what really matters: making you feel good about your finances.

We Cast the Net Wider

Clear Direction Investments uses diversification in a different manner from other firms. We have expanded the opportunity set to include asset classes such as real estate, private equity, and debt, all researched and selected diligently by a robust team of professionals that we have allied with.

People First, Finances Second

While many financial advisors try to be all things to all people, at Clear Direction Investments it’s all about taking care of you. Our business is about the relationship first and the finances second.

The result is a remarkable client experience that is efficient, dynamic, and totally focused on what really matters: making you feel good about your finances.

We Cast the Net Wider

Clear Direction Investments uses diversification in a different manner from other firms. We have expanded the opportunity set to include asset classes such as real estate, private equity, and debt, all researched and selected diligently by a robust team of professionals that we have allied with.

OUR EXPERIENCED TEAM & INVESTMENT FIRMS WE WORK WITH

RANDY B. STOLTZ

PRESIDENT

Hello and welcome to Clear Direction Investments! I founded my firm to deliver a higher focus on diversification than I saw most of the industry was offering. Visit this page to learn more about us and the talented team of portfolio managers that will be supporting you.

Our Process Our History Team Associates Resources Contact Clear Direction Investments

FINRA BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business. Member FINRA/SIPC.

Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC and Clear Direction Investments, LLC, both of whom are independent of CIS and CAM. CIS and CAM are also independent of the Campus Advisers and Alliance companies listed herein. This communication is strictly intended for individuals residing in the states of AZ, AL, CA, KS, MA, OR, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced. This is for informational purposes only and does not constitute an offer to buy or sell any investment. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters.

CONTACT


602-889-6500

8390 E. Via de Ventura
Suite F-205
Scottsdale, AZ 85258

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