CLOUD INVESTMENTS, LLC

Overview

Cloud Investments, LLC is an independent registered investment adviser that focuses on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. The firm charges a mix of percentage-of-AUM and hourly fees, which supports both ongoing portfolio relationships and project-based planning work. Its advisory stance favors pooled public vehicles—especially mutual funds—supplemented by targeted allocations to third‑party alternative managers in real estate, commodities and oil & gas. Investment activity centers on building diversified client portfolios using public funds as the core sleeve, while layering in alternative exposures where appropriate for return enhancement, income or inflation hedging. The firm is not flagged as an active ESG investor and appears positioned to suit clients who prefer professionally managed mutual fund solutions over heavy direct security trading. Custody and trade execution are routed through a major custodian platform, which supports efficient access to national mutual fund lineups and third‑party fund offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices