Calder Investment Advisors

EST. AUM
$297,000,000

CONTACTS
5

CLIENT ACCOUNTS
1,831

Firm Details

Metro area Grand Rapids
CRD Number 143973
Website calderadvisors.com
Client types

Overview

Calder Investment Advisors offers a range of financial services, including asset management, retirement plan management, retirement accumulation, and estate planning, all on a fee-only basis. The firm is dedicated to providing customized financial advice that prioritizes quality and value, enabling clients to achieve their financial goals. Their tailored asset management services align clients' return and risk preferences with a diversified portfolio, designed, monitored, and managed to meet both short- and long-term investment objectives. Calder Investment Advisors is committed to acting in the best interest of its clients, refraining from accepting commissions or fees that could compromise their impartiality, and recognizing that their success is intrinsically linked to that of their clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Calder Investment Advisors

Platform Details

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