Clear Direction Investments
  • HOME
  • SERVICES
    • REAL ESTATE ALTERNATIVES
    • STOCKS / ETFs / BONDS
    • TRANSITIONAL WEALTH PLANNING
  • TEAM
  • CONTACT
  • CLIENT PORTAL
  • Events
Select Page
What Really Goes On In My Investment Portfolio?

What Really Goes On In My Investment Portfolio?

by cleardirection | Oct 30, 2018 | Uncategorized

Just like at any fine dining restaurant, the client experience is all about the enjoyment of the meal and never about the hard work that goes on in the kitchen! While total transparency isn’t encouraged in many industries, at Clear Direction we like to get things out...

Recent Posts

  • DST 1031 Exchange: Landlord Style Assets Without the Landlord Hassle
  • Opportunity Zone Investing
  • Oh Snap! It’s Time to Sell My Investment Property
  • What Really Goes On In My Investment Portfolio?
  • Why Be the Same As Everybody Else?

Recent Comments

    Archives

    • February 2020
    • January 2019
    • November 2018
    • October 2018
    • August 2018

    Categories

    • Uncategorized

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org

    CONTACT

    

    602-889-6500

    

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

    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. 

    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.

    To access Concorde’s Form Customer Relationship Summary (CRS), please click here. CIS and CAM are also independent of the Alliance companies listed herein. All entities do not offer tax or legal advice. Please consult with the appropriate professional regarding your individual circumstance.

    This site, including videos and material, 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 which include, but not limited to, illiquidity, loss of entire principal, declining market values, and tenant vacancies and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor.

    This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed.

    CLEAR DIRECTION INVESTMENTS © 2024. ALL RIGHTS RESERVED.