Cladis Investment Advisory LLC

Cladis Investment Advisory, LLC, established in June 2010, is a Registered Investment Adviser based in Billings, Montana. The firm, owned and operated by Nick Cladis and Tracy Hawbaker, offers investment portfolio management services on a discretionary or non-discretionary basis, incorporating financial planning using interactive software. As fiduciaries, they prioritize clients' interests, provide personalized investment advice tailored to individual financial needs, and manage approximately $206,000,000 of client assets on a discretionary basis. Fees are based on a percentage of assets managed, negotiable, and payable quarterly. Clients may also opt for financial planning services at $200.00 per hour. Cladis Investment Advisory recommends and advises on various investment options, including stocks, bonds, mutual funds, and ETFs, while not offering tax, legal, or accounting advice. The firm's investment strategy focuses on asset allocation, diversification, and risk management, with a commitment to transparency, integrity, and regulatory compliance. Clients have the option to restrict certain asset classes in their portfolios, and the firm does not engage in performance-based fees or side-by-side management. Cladis Investment Advisory utilizes TradePMR and Wells Fargo Clearing Services, LLC as custodians and brokers, providing access to a wide range of investment products and services. The firm does not compensate for client referrals and does not vote on client securities.