Calder Investment Advisors

  • Investment Bank/Securities Brokerage
  • Grand Rapids MI
  • 10 employees
  • Investment Management
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Company Overview

Headquarters
96 Monroe Ctr NW Suite 305, Grand Rapids MI
Website
calderadvisors.com
Phone
(616) 235-2442
Employees
10
Founded in
1988
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Calder Investment Advisors

Calder Investment Advisors is an investment management firm located in Grand Rapids, Michigan. Employing 10 individuals, Calder Investment Advisors generated approximately $1 million in revenue. Calder Investment Advisors provides a variety of financial services, including asset management, retirement plan management, retirement accumulation, and estate planning. Their fee-only structure ensures their advice is tailored to the client's specific needs and objectives. Their customized asset management services are designed to align with a client's desired returns and risk tolerance. They achieve this by constructing portfolios utilizing various asset classes and investment styles, aiming for both short-term and long-term investment success. Calder Investment Advisors prides itself on transparency, avoiding commissions or fees that could potentially bias their recommendations. To learn more about Calder Investment Advisors, please visit calderadvisors.com.

Company Leadership

Robert Stark

Chairman Emeritus

Phone Email
Daren Shavell

Partner

Phone Email

Calder Investment Advisors Industry Tags

Fee Only Asset Management
401k Investment Management
Social Security Timing & Advice
401k Managed Accounts
IRA
Trust
and Individual Accounts
Financial Planning
Portfolio Management
Retirement Income Planning
Expert Witness
Portfolio Research
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Calder Investment Advisors Tech Stack

JavaScript
HTML
PHP
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Companies Similar to Calder Investment Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Calder Investment Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
1M 5 Portland, ME 1958
1M 3 New York, NY 2017
1M 5
1M 11 2015
1M 7 New York, NY 2001
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FAQ

What is the location of Calder Investment Advisors's headquarters?
The headquarters of Calder Investment Advisors are situated at 96 Monroe Ctr NW Suite 305, Grand Rapids MI
What is Calder Investment Advisors's phone number?
Calder Investment Advisors's contact number is (616) 235-2442.
What is Calder Investment Advisors's official website?
The official website of Calder Investment Advisors can be found at calderadvisors.com.
What is Calder Investment Advisors's current revenue?
As of January 2015, Calder Investment Advisors's annual revenue reached $1B.
How many employees does Calder Investment Advisors currently have?
Calder Investment Advisors employs approximately 10+ people as of January 2015
Which industries is Calder Investment Advisors primarily operating in?
Calder Investment Advisors operates in the following industries: Investment Management
Who is the Chairman Emeritus of Calder Investment Advisors?
Calder Investment Advisors's Chairman Emeritus is Robert Stark
What are Calder Investment Advisors's industry tags?
Calder Investment Advisors's industry tags include: Fee Only Asset Management, 401k Investment Management, Social Security Timing & Advice
When was Calder Investment Advisors founded?
Calder Investment Advisors was founded in 1988.

Employee Directory

Key Employees

Dirk Racette

CEO

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Patrick Newcombe

VICE PRESIDENT

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