Cladis Investment Advisory LLC

Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals — including many high‑net‑worth clients — as well as trusts, estates, charitable organizations, corporations and pension or profit‑sharing plans. As of December 31, 2025 the firm reported approximately $242.6 million in assets under management for about 114 clients and also offers hourly consultative financial planning.

The firm’s investment process emphasizes structured asset allocation and diversification across equity and fixed‑income asset classes, with portfolios tailored to each client’s risk tolerance, time horizon, and liquidity needs; the firm may tactically overweight sectors it deems “out‑of‑favor.” Implementation focuses on individual domestic and foreign exchange‑listed stocks, corporate and government bonds, mutual funds and ETFs, excludes derivatives and options, and uses interactive financial planning software to engage clients.

Distinctive features relative to many peers include a high concentration of assets managed on a discretionary basis and a relatively small client base, yielding a higher average account size per client. The firm generally recommends TradePMR with clearing through Wells Fargo and receives platform, reporting and research services at no charge (a disclosed potential conflict), does not vote client proxies, and makes fees negotiable while offering a stated hourly rate for consultation.