We’ll Be Your “Quarterback” FIRM
We know there are lots of options when it comes to financial guidance. That’s precisely why we’re in business. We’ve selected a special group of investment firms to provide our clients an array of options that fit their lives and situations. Let us navigate you through “complex defenses” by providing a well-planned, strategic “offense”. Everything in one place from one QB.
STONEBRIDGE CAPITAL ADVISORS
Stonebridge manages the bulk of our clients’ assets. They are a “client led / partnership driven” group of portfolio managers (PMs), many who are Chartered Financial Analysts (CFAs). Clear Direction is fortunate to have their custom expertise managing our clients’ portfolios as Separately Managed Accounts (SMAs). We work with Stonebridge Capital because their entire team provides our clients with a very high level of client service and expertise, without super high account minimums. My clients can also meet in our Scottsdale office some of the PMs who manage their accounts including Robert Kincade, John Schonberg and Ron Hume.
WealthPoint is a Business & Insurance Advisory Service for Ultra High Net Worth executives and business owners. We love working with Wealthpoint because their specialized team of business / family succession planning brings solutions to corporations and family offices with sophisticated situations. Their experience runs very deep and as such, Clear Direction is able to give its business-owner clients an unmatched expertise in Phoenix/Scottsdale.
SEI private trust co.
It’s one thing to help someone achieve success. It’s quite another to make it last. SEI is dedicated to helping clients achieve lasting success. We use the portfolio managers and support staff at SEI as they strive to create consistently relevant and useful strategies to help improve our clients confidence in the future.
FS Investments is a Pennsylvania-based alternative investment firm where strategies are designed to help build different & diversified portfolios. They were founded on the principle that all investors deserve other choices as they provide more investing options besides mutual funds, stocks, bonds, etc. We love the flexibility and variety that FS Investments provides to our clients.
An investment in any fund sponsored by FS Investments involves a high degree of risk and may be considered speculative. Investors are advised to consider the investment objectives, risks, charges and expenses of the applicable fund. Carefully consider all information found in the applicable prospectus which can be obtained at www.fsinvestments.com or calling (877)372-9880.
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.
8390 E. Via de Ventura
Scottsdale, AZ 85258
Our mission is clear: we work for you! As your fiduciary, our diversified team of professionals provides a breadth of investments (public market securities and alternative investments) to provide true diversification.