Company Profile
Clausen Capital Management (CCM) is a Registered Investment Advisor dedicated to providing our clients independent and objective investment services.
We are committed to the quality of your investments and ensure we will position your investments to take full advantage of favorable markets while limiting risk and market volatility.
CCM, headquartered in Charlotte, North Carolina with offices in Fort Meyers Florida, is a boutique investment advisory firm doing business in nine states.
Clausen Capital Management has developed an extensive understanding of risk management capabilities based on manager experience and our proprietary technical analysis systems.
We have dedicated significant time and resources to create state-of-the-art risk management processes, which have been time tested and back-tested.
Company Philosophy
The heart of our investing philosophy is to enhance the financial returns of our clients while protecting their assets during periods of elevated market risk.
Our investment philosophy is based on well-defined objectives, active portfolio management, and strong investment disciplines.
Since no system based on technical analysis and risk management is foolproof, we also rely on experienced human judgment and perception as a key part of our successful investment methodologies.
We believe in our methods and investing style so much that the employees of Clausen Capital Management invest 100 percent of their personal funds in the exact same portfolios as our clients.
It is, therefore, clear to see we have a vested interest in the success and growth of our client portfolios. In a very real sense, we share in the same returns as our clients. When you make money, we are making money as well. In a more vernacular sense, “We Eat Our Own Cooking!”
Contact Us
The foundation of Clausen Capital Management is to be the type of company with which we would desire to do business. Thank you for taking time to visit our website and learn about how Clausen Capital can benefit you.
We invite you to contact us today, at no obligation to you, to learn more about Clausen Capital Management’s investment advisory services.
Clausen Capital Management, Inc.
1811 Sardis Road North
Suite 222
Charlotte, North Carolina 28270
Office: 704-847-8467
Toll Free: 800-617-5877
Fax: 704-708-5876
Email: gclausen@clausencap.com