Meet your evolving needs with three integrated business lines in one professional services firm.

Intacct Blog

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Impacts of financial decisions

Video: Strategies to Reduce Investment Costs

  • 5/12/2016
Learn more about our institutional investment business model, goals-based approach, investment philosophy, and what makes CLA different.

At the CLA National Foundation Conference in February 2016, Mark Griffin, CIMA®, managing principal for Institutional Investment Services, CliftonLarsonAllen Wealth Advisors, LLC, spoke to foundation executives about the “serious expenses” that can be incurred for portfolio management — transaction costs, custodian costs, manager costs, consultant costs, and more.

In this two-minute CLA Talks video clip, Griffin suggests that the easiest way for institutional investors to increase their return stream is to reduce expenses.

View additional installments in the CLA Talks video series.