Investment management
Investment review
Consulting

Are you looking for personalized investment advice and management? an investment advisor who understands you and is willing to listen to your wants and needs? Do you understand your investment advisor's strategy? Your needs come first. Clifford & Yoho Advisors, LLC. operates from a Biblical perspective of investing.

Sow to yourselves in righteousness, reap in mercy; break up your fallow ground: for it is time to seek the LORD, till He come and rain righteousness upon you. (Hosea 10:12, KJV)

Our services are customized to suit you. In addition, as our client you will receive a quarterly newsletter to keep you up-to-date with investment information.

You may refer to our Investment Advisory Brochure for information about our investment services and fees. See our Downloads section for other resources. You may call our office at 1.800.456.1803 or email invest@sharetheharvest.com to request additional information.

Investor profile worksheet
Annualized Gains of Some Indexes We Track
Our Lifestyle Investment Approach
Download a sample issue of our newsletter

We can meet your investment needs in the following ways:

• Investment management
  
• Investment Advisory Brochure
• Plan and implement taxable and non-taxable retirement accounts and money market investment accounts, including, but not limited to, the following:
• 403(b) Tax-Exempt Plans Brochure
• Traditional IRAs
• ROTH IRAs
• SIMPLE IRAs
• Trusts
• Custodial Accounts
• Coverdell Education Savings Accounts
• Pension FAQ
• Help you understand the investment world
• Aid you in setting reasonable financial goals
• Discuss and implement your lifelong financial plans
• Select suitable investments for you by balancing risk and opportunities
• Aid you in interpreting investment statements, so that you may play an active role in your finances
• Investment review
• Determine your optimal asset allocation to match your unique personal and financial goals and resources
• Determine the best investment mix for you to help you minimize taxes and maximize benefits
• Provide your with a custom portfolio analysis and risk review for stocks, bonds, REITs, and limited partnerships
• Consulting (see Consulting Services)
• Life Insurance Buyer's Guide