A complete list of active advisors currently associated with Cloud Investments, LLC

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

Cloud Investments serves individual investors, including high-net-worth clients, and provides discretionary portfolio management, financial planning, and retirement and cash-flow planning. The firm also advises qualified retirement plans in a limited-scope ERISA 3(21) capacity and provides recommendations across stocks, bonds, mutual funds and ETFs. Cloud Investments implements goal- and risk-based investment programs documented in investment policy statements, employs fundamental analysis for security selection, and conducts quarterly account reviews. In addition to managed accounts, the firm regularly offers educational seminars and workshops for the public and plan participants (typically offered at no cost with materials up to $50), a service offering that is less common among comparable team firms. A distinctive operational feature is that the managing member also operates as a licensed insurance agent and spends roughly half his time in that insurance practice; the firm discloses this dual role and describes procedures to mitigate related conflicts of interest. The firm reports roughly $404 million in discretionary assets under management, accepts accounts with no stated minimum, and does not generally vote client proxies, leaving voting to clients unless assistance is requested.

To learn more about the advisors currently working at Cloud Investments, 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.