Calder Investment Advisors is a personalized registered investment advisor. We currently manage client accounts consisting of regular individual accounts and IRA's, 401(k) plans, charitable foundations, trusts, and endowment funds.
As fee-only investment managers, we work with you to develop an investment approach that fits your goals with our capabilities. We receive no commissions, therefore there is no sales pressure and no conflict of interest. You can be sure investment decisions are based on one primary goal -- meeting your financial objectives.
Local firm. National Resources.
Our company is a locally owned and operated and not just a local branch of a national firm. We live and work where you do and our investment is here in West Michigan. We are committed to making each of our working relationships personal and we will not treat you as just another account or abandon you in search of the next sale. We pledge to earn your business each day.
While we are still operationally independent, we understand that there are many benefits that come from strategic partnerships with larger national resources. Our client assets are mainly held at Fidelity and we also have some clients held at TIAA-CREF.