Clausen Capital Management offers a range of portfolios for our clients along with a five-tiered fee structure based on the dollar value of assets under management.

We realize that no two investors are alike; all have different investment objectives and levels of risk tolerance. Some are looking to preserve the assets they have already acquired while others are willing to take on more risk as they first begin investing.

Our strategies focus on understanding the levels of market risk. We match client risk tolerances by buying and selling no-load mutual funds and Exchange Traded Funds with varying correlations to the markets.

Our investment services manage the spectrum of taxable and/or non-taxable investment accounts. Clausen Capital Management helps our clients invest in Traditional, Roth, and SEP IRAs. We can provide a means for clients to move 401K and 403B accounts to Rollover IRAs. In addition, we help clients with individual and joint brokerage accounts; trust accounts, UTMA accounts, and estates.

Top of Page
Portfolio Options: What portfolio is right for you?

We build and actively manage four portfolios. Each portfolio has been designed to meet varying levels of risk tolerance. To determine which portfolio is best suited for each individual, a Client Risk Profile is completed and the results are discussed in an interview type session.
  • Conservative - The CCM Conservative Portfolio is our most conservative equity portfolio. It contains a selection of the most conservative mutual funds and/or bond funds. With this portfolio, you can anticipate lower annual returns than our other portfolios since it maintains a strong emphasis on capital preservation with modest growth.


  • Moderate - The CCM Moderate Portfolio is a managed portfolio of value and growth mutual funds. This portfolio anticipates a higher return than the Conservative Portfolio since it maintains a stronger emphasis on capital preservation with moderate growth.


  • Growth -The CCM Growth Portfolio is a managed portfolio of growth funds. While this portfolio still maintains a low level of market risk and emphasizes capital preservation, we use growth funds to achieve higher returns than our Conservative and Moderate Portfolios.


  • Index - The CCM Market Index Portfolio is a managed portfolio of Index Funds and Exchange Traded Index Funds because Index Funds are an ideal way of participating in the broad market. Although this managed portfolio selects index funds as investment during periods of market advances, the portfolio also emphasizes capital preservation.


 

Top of Page
Fee Schedule
To ensure our interests are aligned with yours, fees are based on a percentage of your assets under management.

"Fee Only" is the market standard for objective financial advice without conflicts of interest that may exist due to commissions being paid for the solicitation of certain products or services.

As a "Fee Only" company, we can offer you the following advantages:
  • Our focus is to help you achieve your investment goals, not sell you products.
  • Fees paid may be tax deductible.
    Fees paid are on a sliding scale based on the assets under management.
  • Fees are annualized and paid quarterly in arrears.
The CCM Management fee is independent of (and in addition to) any fees and expenses charged by mutual fund companies, third party investment management firms, or Fidelity Investments. A complete explanation of expenses charged by each mutual fund is contained in its prospectus. Clausen Capital Management, Inc. is always pleased to provide you with information regarding any fees and expenses charged by these companies.
Top of Page

 

   
   
    Portfolio Options  
Fee Schedule
 
 
MANAGING YOUR INVESTMENTS: PORTFOLIOS & FEES