Investing Fueled By Knowledge,
Simplified By Technology.
Why choose CWC?
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For 22 years we have proudly serviced the Pacific Northwest Region with our professional and personal approach to finance.
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Our portfolio management team deploys a research driven process that focuses on identifying undervalued assets in the marketplace. Our value driven philosophy helps create portfolios that tend to be sustainable through market cycles.
Your trust is our biggest investment.
Thane Cleland
CEO & CIO
Jeff Hussey, CFA
Wealth Advisor
Erik Ogard, CFA
Investment Consultant
Portfolio Manager & Analyst
Eric Hamilton, CFA
Gary Woolworth
Ty Cleland
Diane Landgraf
Aubrey Cleland
President, CCO
Vice President, Client Relations
Office Manager & Trader
Communications Coordinator
This Risk Score Tool should not be interpreted as an offer to buy or sell, as a solicitation of an offer to buy or sell, or as a recommendation to buy, sell, hold, or trade, any particular security or strategy. A user should not presume that the securities/products/recommendations identified will be profitable. This tool is used to provide a risk tolerance score for informational purposes only. Should the user engage CWC, a more comprehensive risk tolerance assessment will be conducted before any investments are made to ensure the investments are appropriate for the individual investor.