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    Calder Investment Advisors

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    Description

    • Calder Investment Advisors provides financial services including assetmanagement, retirement plan management, retirement accumulation,and estate planning on a fee-only basis. The firm's objective is to delivercustomized, financial advice that is unequaled in terms of quality andvalue from which the client can achieve their desired financial goals.Calder Investment Advisors' customized, asset management servicesmatch the client's return and risk requirements to a portfolio utilizingmultiple investment asset classes and investment styles which isdesigned, monitored, and managed to achieve both short and long-terminvestment objectives.Our goal is to consistently think and act in the best interest of all ourclients in every service we provide. That is why we accept nocommissions or fees that might influence our choices. We understandthat we are only successful if our clients are successful.
    • location

      Headquarters:96 Monroe Ctr Northwest Suite 305, Grand Rapids, Michigan, United States

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    • Calder Investment Advisors phone

      Phone Number: +1 616-235-2442

    • Calder Investment Advisors website

      Website: https://www.calderadvisors.com

    • Calder Investment Advisors employees

      Employees:9

    • Calder Investment Advisors revenue

      Revenue:$1 - 10M

    • Calder Investment Advisors legal name

      Legal Name:Calder Investment Advisors

    • Calder Investment Advisors's Social Media

      Calder Investment Advisors linkedin Calder Investment Advisors facebook Calder Investment Advisors twitter
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    Partner for Calder Investment Advisors

    Daren Shavell

    Partner

    Person level website visitor identification

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    View Employees

    Daren Shavell

    Partner

    Patrick Newcombe

    Vice President

    Theodore Fuger

    Senior Portfolio Manager

    Kelly Eggleston

    Retirement Plan Operations Manager

    Thomas Glover

    Senior Wealth Manager

    Frequently Asked Questions regarding Calder Investment Advisors

    • Where are Calder Investment Advisors's Headquarters?

      Calder Investment Advisors's Headquarters are in 96 Monroe Ctr Northwest Suite 305,Grand Rapids,Michigan,United States

    • What is Calder Investment Advisors's phone number?

      Calder Investment Advisors's phone number is +1 616-235-2442

    • What is Calder Investment Advisors's official website?

      Calder Investment Advisors's official website is https://www.calderadvisors.com

    • What is Calder Investment Advisors's Revenue?

      Calder Investment Advisors's revenue is $1 - 10M

    • What is Calder Investment Advisors's NAICS code?

      Calder Investment Advisors's NAICS code is 523920

    • How many employees are working in Calder Investment Advisors

      Calder Investment Advisors has 9 employees

    • What is Calder Investment Advisors's Industry?

      Calder Investment Advisors is in the industry of Investment Management

    • Who is Calder Investment Advisors's Partner?

      Calder Investment Advisors's Partner is Daren Shavell

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