A complete list of active advisors currently associated with CLG LLC

Warmer can help you find a great advisor at CLG LLC or one who fits your needs even better.

CLG, LLC works with a broad mix of individual and high‑net‑worth clients, as well as trusts, retirement plans and business entities, providing asset management, financial planning, retirement plan consulting and related advisory services. The firm offers comprehensive portfolio management as well as standalone planning and consulting engagements and access to insurance solutions through a platform relationship described in its brochure. Advisors at CLG employ a mix of analytical methods — including fundamental, technical and cyclical analysis — and monitor portfolios regularly, offering discretionary and non‑discretionary management, use of third‑party sub‑advisors, and held‑away account management via an order management/aggregation tool. The firm’s investment toolkit, as disclosed, includes options, short sales and other derivative strategies, margin and digital asset exposure (including direct coins/tokens or crypto vehicles), with rebalancing and tax‑aware implementation described in its policies. Compared with many team advisory firms, CLG discloses several less common features: it operates from multiple offices (five), maintains a relationship where some representatives are registered with a broker‑dealer (Purshe Kaplan Sterling Investments) and also sell insurance products, and it documents use of derivatives and third‑party platforms such as Pontera and DPL for held‑away and insurance solutions. These elements, together with its use of sub‑advisors and explicit procedures for trade aggregation and custodial arrangements, distinguish its operational and product mix relative to many peers.

To learn more about the advisors currently working at CLG LLC, 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.

You can also browse CLG LLC's office locations.