Welcome to Clear Direction
Clear Direction Investments and the partner firms we work with are here to provide continuous support throughout your financial journey. It is not just about what we do, it is how we do it. We take a human approach beyond the technical, therefore our motto, people first and finances second.
Along with access to our Separate Account Manager Stonebridge Capital Advisors, we provide you with individually tailored financial plans and portfolios built around thoughtful diversification. When suitable, for accredited investors, you may consider vetted partnerships that own hard assets, portions of private companies, that mutual fund companies do not have access to. Our goal is to be your guide through the ever-changing financial world and following a clear direction. Let us take care of the heavy lifting so you can focus on the things that matter to you most.
Hi, I’m Randy Stoltz, founder of Clear Direction Investments.
My mission as the leader of our asset management firm is to help clients navigate the uncertainties surrounding their financial lives. Many times, my team and I are able to provide clients with a Clear Direction by helping them invest in disruptive technologies and uncommon real estate offerings…including 1031 exchanges.
We don’t see investing in alternative vehicles as a “one size fits all” matter. We take a human approach beyond the technical. Therefore, our motto People First, Finances Second. We see the viability of the investment within the bigger picture of your overall financial goals and risk tolerance.
There are many important questions and steps that must be taken to ensure that prudence and objectivity are upheld. And that’s the difference – Clear Direction isn’t just an investment you’re getting, it’s a relationship.