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Investment Planning


The Freedom of Choice


Independence Is Its Own Reward


As an independent advisory firm, CL Sheldon is not pressured by a parent company to direct you into their proprietary products. As a result, we have the freedom to provide you with a wide variety of investment choices from among the best the financial services industry has to offer. And as a Registered Investment Advisor, we have a fiduciary responsibility to always put your best interests ahead of ours. You never have to worry about a conflict of interest when we make a recommendation.


Investing And Keeping Your Fees Low


You've Found the Right Firm to Work With


Of course, choosing the right investments for your portfolio requires research. That is a given. But it also requires attention to expenses.

At CL Sheldon, we believe that the market returns of the 1980s and 1990s are unlikely to be replicated in the years ahead. Gone are the days when you could expect double-digit annual returns from the stock market.

In a low-return environment, controlling your investment expenses and taxes are crucial. After all, your investment returns are reduced by inflation as well as expenses. While you cannot control inflation, you can control expenses and invest in a tax-efficient manner. At CL Sheldon, we utilize low-expense, tax efficient vehicles, including Exchange Trade Funds and Index Mutual Funds, to limit your investment expenses and allow you to capture more of the market's returns.

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