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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.
Integrity
Honesty and respectful, no matter what
Confidence
Your comfortability means everything to us
Dedication
We are committed to helping guide you through all the highs but especially the lows
Dependability
We work diligently and continuously so you can worry less
Teamwork
We wouldn’t be where we are without excellent teamwork and communication
Service
We are here to serve YOU!
“Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Clear Direction Investments, LLC is independent of CIS and CAM.”