Investment advice designed just for you
At Cleveland Hauswirth, we’re deeply committed to long-term client relationships built on trust and integrity.

That’s why our leadership team is involved in all aspects of the development and delivery of our services.

We’re an independent, SEC registered investment advisor (RIA) specializing in customized investment management and education services to qualified retirement plans and high-net-worth individuals.

Our investment philosophy
Our investment philosophy and process are anchored in the principles of Modern Portfolio Theory, broadly defined as the relationship between risk and return and the practice of asset allocation.

We teach clear investing basics and reinforce them continually, giving plan participants an understanding and a comfort they may not have experienced before. 

Here’s the bottom line: we’re always available to anyone needing advice or assistance.