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Clelland & Company, Inc. Overview
Type
Multi Family Office
Year Founded
1989
General Information
Clelland & Company, Inc. is a multi-family office headquartered in San Diego. Founded in 1989, the Registered Investment Advisor provides investment consulting, portfolio management, and comprehensive family office services for affluent families, private foundations, and endowments across the western United States. The firm applies a manager-of-managers approach, emphasizing strategic asset allocation, risk-adjusted performance, and consolidated reporting to coordinate clients’ investment, tax, estate, and philanthropic planning.
Contact Information
Website:
https://www.clelland.com/
Year Founded:
1989
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
La Jolla, CA, United States
Portfolio & Notable Allocations
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