Where We Started
After a few years of “basic training” in the late 90s with NY Life Securities, Randy Stoltz started, in 2003, his financial advisory company / practice “Stoltz Financial Partners”. Several years later in an effort to serve his clients more effectively, Randy added staff and collaborated with select investment managers to transform the business into Clear Direction Investments LLC for decades to come. After running his practice for two decades, one recurring truth stands out to him: Investing and financial planning can be daunting. Therefore, he feels the profession of advisory services will continue for decades to come.
Stoltz’s Clear Direction Investments is here to guide its clients through even the most intimidating financial decisions. We do this by coordinating with Chartered Financial Analysts and Portfolio Managers across the nation to provide financial solutions tailored for each household we serve.
Randy, in collaboration with the investment managers he works with, provides decades of experience much like the role of a quarterback on a professional football team.
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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
Our Mission
Our mission is clear: we work for you! As your fiduciary, our diversified team of experts provides a breadth of investments (public market securities and alternative investments) to provide true diversification.