Advisors at this firm
Jeffrey C
Series 63, Series 65
Salt Lake City, UT
Responsible Asset Management
Jeffrey Cline is a financial advisor with Responsible Asset Management in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at NPB Financial Group, LLC for 14 years and has operated Cline & Co., LLC since 1997. Responsible Asset Management provides investment supervisory services to individuals, trusts, qualified retirement plans, and other institutions, managing approximately $40.6 million in assets across about 109 client accounts. The firm offers diversified portfolios based on five defined risk strategies and combines fundamental and technical analysis with asset allocation to serve its clients.
Nathan C
Series 65
Salt Lake City, UT
Responsible Asset Management
Nathan Cline is a financial advisor at Responsible Asset Management in Salt Lake City, UT, holding a Series 65 designation with eight years of industry experience. He founded Cline Capital Advisers, which serves as a holding company for Responsible Asset Management and conducts a small portion of his business. Prior to his financial advisory career, he worked for seven years with the Ogden City Police. Responsible Asset Management provides investment supervisory services to individuals, trusts, qualified retirement plans, and other institutions, managing approximately $40.6 million in assets across about 109 client accounts. The firm employs a structured risk-based approach using diversified portfolios that include traditional and ESG investments, offering both discretionary and non-discretionary management.
