We are not your average asset manager.
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Clear Direction Investments is an Asset Management firm serving high net worth individuals and families, as well as partnerships and corporations with sophisticated investment needs. We are here to provide continuous support throughout your financial journey while taking a human approach beyond the technical; to ensure that your best interests are carried out during these important steps in your life.

Real Estate Alternatives

1031 Exchange Delaware Statutory Trust, Opportunity Zones, Private Placement

STOCKS / ETFs / BONDS

Stonebridge Capital Advisors, Institutional Investment Management, Managed Money: not just Stocks, Bonds, and Mutual Funds

Transitional Wealth Planning

Business Succession Planning,
Above Average Succession Planning, Strategic Risk Alternatives

what we offer

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