The Right RIA Partner
Choosing a partner to help you run your business is about more than results. You need a partner who keeps you at the center and moves you forward by being proactive, innovative and responsive.
CLG is focused solely on your success. We offer RIA support built around you and your clients’ needs. We surround you with a dedicated team, advanced technology and the proven services you need to make your financial management offering a success. You can take advantage of our broker-dealer offerings such as the research and due diligence, financial strength and more. Learn more…
When choosing a custodian, exceptional custody services aren’t the end goal — they’re the price of entry in the marketplace. That’s why CLG partners with Fidelty, a top provider of retirement plans. Together, we offer you the right mix of product, technology and resources to give you the business edge. You’ll work with a dedicated team of experienced professionals who have extensive experience and take pride in their commitment to support your needs — and those of your clients.