A complete list of active advisors currently associated with CLF Asset Management, Inc.

Warmer can help you find a great advisor at CLF Asset Management, Inc. or one who fits your needs even better.

CLF Asset Management serves individual clients (including high-net-worth individuals), corporations, and employee benefit plans, offering a range of services that include financial consulting (income/cash flow analysis, retirement planning, estate planning, education needs analysis), comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm also provides automated digital investment advisory options and non‑discretionary advisory to alternative investments and private placements as part of its service menu. The firm uses a mix of analytical methods — including fundamental and technical analysis, modern portfolio theory, and both long‑ and short‑term strategies — and tailors portfolios to clients’ stated objectives, risk tolerances, and liquidity needs. CLF also discloses the use of intelligent systems and algorithmic tools to support investment research, portfolio monitoring, and operational tasks, while retaining human professionals to make final investment decisions and to monitor model performance and security. CLF’s brochure highlights several features that distinguish it from many peers: financial planning can be delivered as modular, a la carte services (e.g., income analysis, retirement planning, charitable giving) with a capped comprehensive option, and the firm recently transitioned to SEC registration. The firm is affiliated with Capitol Lakes Financial, LLP and notes that persons providing advice may be licensed insurance agents who can receive commission compensation, and it uses multiple custodial platforms (including institutional and automated platforms) with specific procedures for alternative asset management and custody.

To learn more about the advisors currently working at CLF Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.