Clements Investment Management

Overview

Clements Investment Management is a small, privately owned corporate RIA that focuses on portfolio management for individuals and small businesses while also operating as an insurance broker. Its client base is primarily individual and family investors, and its advisory fees are charged as a percentage of assets under management. The firm reports a clear tilt toward fixed-income strategies, is not an active ESG investor, and does not position itself as a capital allocator or pension consultant. The firm's business mix blends advisory services with insurance products, which aligns with its stated use of annuities in client portfolios. The adviser is organized under individual ownership and is not structured as a multi-state or related adviser operation according to the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices