A complete list of active advisors currently associated with Clifton, Roger Lambert

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The firm provides financial and investment counseling to individuals and high‑net‑worth individuals on a non‑discretionary basis. It generally works with accounts subject to a $1 million minimum and currently advises approximately $15.2 million across four client accounts. The adviser uses charting, fundamental, technical and cyclical analysis to develop recommendations and typically emphasizes mutual funds as the primary holding in client programs. Because the firm does not accept trading authority, clients are responsible for effecting transactions and accounts are reviewed at least quarterly with additional communication as needed. Operating as a long‑established sole proprietorship since 1982, the firm’s near‑exclusive non‑discretionary model and very small client roster are uncommon among independent advisers. Administrative practices such as quarterly fee billing with direct withdrawals through the client custodian are formalized, and the firm does not accept performance‑based fees, custody of client assets, or proxy voting authority.

To learn more about the advisors currently working at Clifton, Roger Lambert, 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.