As a full-service investment advisory firm, CLA USA Advisory Group, LLC has a comprehensive offering of investment products including:

Professional Asset Management - Through our affiliated investment advisors, investors have access to dozens of fee-based managed portfolios from industry-leading independent money managers. We design a personalized, diversified portfolio that is specifically designed to meet the personal financial goals of investors. Because we do not offer proprietary securities, our team is free to recommend appropriate investments, regardless of who provides them. Whether needs are best met by portfolios comprised of mutual funds, stocks, bonds or ETFs, we will provide an unbiased recommendation.