602-889-6500

OUR Process

YOU ARE OUR ONE PRIORITY!

While many financial advisors try to be all things to all people, at Clear Direction Investments, it’s all about taking care of you. Our business is about the relationship first and the finances second.

Our primary focus is understanding what is important to you, designing a plan, and making use of all resources needed to make it happen. Instead of spreading ourselves too thin, we have integrated ourselves with a team of investment professionals, proven partners with whom we’ve worked for years. By doing so, we are able to broaden the scope of our investment offering to include opportunistic asset classes such as real estate, private equity and debt.

Advantages of Separately Managed Accounts

MORE OPTIONS FOR EACH INVESTOR

We are distinguished by our willingness to take the time to research managers who go beyond the traditional stock or bond. This allows us to deliver complete solutions that fill the gaps in your portfolio. If you need it, we’ll get it!

Clear Direction Investments uses diversification in a different manner from other firms. We have expanded the opportunity set to include asset classes such as real estate, private equity, and debt, all researched and selected diligently by a robust team of professionals that we have allied with.

As an independent firm with open architecture, we have no bias to recommend proprietary products. The suggestions we make will be in your best interest only and there will be no conflicts of interest.

What Role Do Bonds Play in Your Portfolio?

WHO WE LIKE TO WORK WITH

It’s important to note that we can’t work with everyone we meet. As fiduciaries, we want to make sure we are a good fit for you.

Most clients are households with incomes of at least $150k and/or assets over $500k ($1 million when including the value of a business).  But this isn’t every one of our clients.  We evaluate each client on a case by case basis.

Because most clients have several accounts in their household portfolio, Clear Direction Investments considers the following important when working with clients:

Time frame and expected holding period for each account

Risk tolerance on each account

Income tax sensitivity or tax deferral

Professional Investment expenses

 

Start with a Plan

Before any investment recommendations can be made, we prefer to create a financial plan. We typically don’t charge for planning when a client feels a propensity to work with us. However, we can charge for planning if you prefer to keep options open.

As life and business changes, we’ll adapt your plan to help you decide when it’s suitable to tweak your investments. Whether you are planning for retirement, college educations, an estate, or your business succession, we have the team of professionals to help.

True to our name, we’ll be your guide through the ever-changing financial world to make sure you’re following a Clear Direction.

Our Process Our History Team Associates Resources Contact Clear Direction Investments

FINRA BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business. Member FINRA/SIPC.

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

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