Clements Investment Management, Inc.

About

Private Wealth Stewardship — The Value of Being Truly Known

Life rarely changes on schedule. A portfolio can look perfectly sound on paper even after the life around it—and the appropriate level of risk—has changed. A new responsibility, an inheritance, a loss, or a shift in family, health, purpose or priorities can leave an otherwise well-constructed portfolio no longer fully serving the person for whom it was designed. Matt Clements has built his practice around staying close enough to recognize those changes as they happen.

Matt’s proprietary Financial GPS Navigation System keeps that alignment active rather than static. It continually recalibrates as markets, family circumstances, priorities, needs and opportunities change—helping clients recognize when they may be drifting off course and whether their financial decisions still reflect what they value most. With nearly 40 years of investment experience, and through major market volatility, Matt has deliberately kept his practice small for clients who want that kind of ongoing relationship and the continuity of working directly with the advisor who knows them.

For estate and trust attorneys, CPAs and other professional advisers, Matt offers an experienced financial counterpart who values collaboration and continuity. He works comfortably within an established advisory circle, brings a thoughtful financial perspective to complex family, estate, inheritance and legacy matters, and remains closely involved with the client and family long after a particular transaction or life event has passed.

Matt also has particular experience with clients who find themselves assuming greater responsibility for significant wealth through inheritance, widowhood, divorce or family transition, as well as those who want to become more engaged and intentional stewards of the wealth already in their care.