Clavius is your personal Chief Investment Officer. We come to the table with fresh ideas, shining a light on cutting-edge solutions.
Unique financial planning.
We are trailblazers. Our distinctive style opens doors you might not have considered and uncovers opportunities you didn’t know existed. Whether you are looking for broad diversity or a more precise focus, we continually monitor market conditions to help ensure your portfolio capitalizes on opportunities for growth.
We utilize a range of public markets and investments.
By broadening options beyond what is traditionally available, we are able to customize your portfolio toward your goals, and on critical pieces of your total financial picture, like tax management, estate planning, and distribution needs.
Financial representatives do not render tax advice. Consult with a tax professional for advice that is specific to your situation.
Launch your financial journey toward the future you’ve earned.
Our responsiveness to the ever-changing market means we can dynamically shift among a variety of options, allowing us to generate cash flow, minimize market volatility, and maximize the power of compounding returns. As such, your financial plan stays on the edge of innovation, with a long-term perspective, independent of market swings or economic predictions.
No investment strategy can assure a profit and does not protect against loss in declining markets. All investments carry some level of risk, including loss of principal invested.