Clelland & Company Inc

Clelland & Company provides investment advisory and consulting services to a select client base that includes high-net-worth individuals and families, personal trusts, pension and profit-sharing plans, foundations, and charitable organizations. The firm offers discretionary portfolio management, one-time or ongoing investment consulting, and complementary wealth and life planning services, coordinating with estate attorneys, CPAs, trustees and other advisors as part of clients’ broader planning teams.

The firm’s investment process emphasizes asset allocation and diversified portfolios built from mutual funds, ETFs, third‑party managers and alternative strategies, including hedge funds, commodities, distressed debt and private equity. Accounts are monitored regularly with monthly rebalancing and quarterly performance reviews, and discretionary mandates are managed in accordance with client Investment Policy Statements.

Clelland & Company is an employee‑owned adviser in continuous operation since 1989 and manages approximately $466 million in client assets across a small advisory team, yielding AUM per advisor above $200 million — a staffing-to-AUM ratio that is uncommon among similar supported firms. The firm also discloses occasional expert‑witness work by its professionals and a referral arrangement for very large institutional clients, indicating a mix of advisory and specialized consulting activities beyond standard retail portfolio management.