An Introduction to Our Firm
Calder Investment Advisors is a personalized registered investment advisor with assets under
management in excess of $170 million. We currently manage client accounts consisting of
regular individual accounts and IRA's, 401(k) plans, charitable foundations, trusts, and
endowment funds.
management in excess of $170 million. We currently manage client accounts consisting of
regular individual accounts and IRA's, 401(k) plans, charitable foundations, trusts, and
endowment funds.
DISCLAIMER: This web-site is for informational purposes only and does not constitiute a complete
description of our investment services or performance. This web-site is in no way a solicitation or offer to sell
securities or investment advisory services except, where applicable, in states were we are registered or where
an exemption or exclusion from such registration exists. Information throughout this site, whether stock
quotes, charts, articles, or any other statement or statements regarding market or other financial information,
is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the
timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply
that past results are an indication of future performance. Neither we or our information providers shall be
liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or
interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR
IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION
POSTED ON THIS OR ANY LINKED WEB-SITE.
description of our investment services or performance. This web-site is in no way a solicitation or offer to sell
securities or investment advisory services except, where applicable, in states were we are registered or where
an exemption or exclusion from such registration exists. Information throughout this site, whether stock
quotes, charts, articles, or any other statement or statements regarding market or other financial information,
is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the
timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply
that past results are an indication of future performance. Neither we or our information providers shall be
liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or
interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR
IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION
POSTED ON THIS OR ANY LINKED WEB-SITE.
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Calder Investment Advisors
Registered Investment Advisor
Registered Investment Advisor
©2010, Calder Investment Advisors, Inc., Grand Rapids, MI. (privacy notice)
A Local Firm with National Resources
Fee-only Investment Managers
Our company is a locally owned and operated and not just a local branch of a national firm. We
live and work where you do and our investment is here in West Michigan. We are committed to
making each of our working relationships personal and we will not treat you as just another
account or abandon you in search of the next sale. We pledge to earn your business each day.
While we are still operationally independent, we understand that there are many benefits that
come from strategic partnerships with larger national resources. Our client assets are held at
Fidelity and we also have partnered with TD Ameritrade, Russell Investment Group, and
Morningstar just to name a few. These companies provide us with the tools and research to
round out our practice.
Since 1988 our firm has worked closely with Fidelity Investment Advisor Group. In 1989, we
became an institutional client of Fidelity and have remained one since that time. In the past five
years the relationship between Fidelity and our firm has grown into a mutually beneficial
situation for both of us. We were one of the first institutional money managers in the country to
receive no-load status on all but two of the Fidelity funds, and in 1993 we assisted in the
creation of software for Fidelity to use with other money managers nationwide.
live and work where you do and our investment is here in West Michigan. We are committed to
making each of our working relationships personal and we will not treat you as just another
account or abandon you in search of the next sale. We pledge to earn your business each day.
While we are still operationally independent, we understand that there are many benefits that
come from strategic partnerships with larger national resources. Our client assets are held at
Fidelity and we also have partnered with TD Ameritrade, Russell Investment Group, and
Morningstar just to name a few. These companies provide us with the tools and research to
round out our practice.
Since 1988 our firm has worked closely with Fidelity Investment Advisor Group. In 1989, we
became an institutional client of Fidelity and have remained one since that time. In the past five
years the relationship between Fidelity and our firm has grown into a mutually beneficial
situation for both of us. We were one of the first institutional money managers in the country to
receive no-load status on all but two of the Fidelity funds, and in 1993 we assisted in the
creation of software for Fidelity to use with other money managers nationwide.
As fee-only investment managers, we work with you to develop an investment approach that fits
your goals with our capabilities. We receive no commissions, therefore there is no sales
pressure and no conflict of interest. You can be sure investment decisions are based on one
primary goal -- meeting your financial objectives.
your goals with our capabilities. We receive no commissions, therefore there is no sales
pressure and no conflict of interest. You can be sure investment decisions are based on one
primary goal -- meeting your financial objectives.
