“We believe that everyone should have access to exceptional investment management.”
Jeff Cline – Founder of Responsible Asset Management
We are motivated by and committed to providing exceptional investment management and service to our clients. We see ourselves as responsible stewards for negotiating the ever-changing investment environment. Our continual focus on empathy, communication and fiduciary commitment defines our every action.
Responsible Asset Management was founded in 1997 to provide exceptional investment management to all. For years large investment institutions have offered top tier investment management to those who met certain financial thresholds.
Seeing the need and having the expertise to deliver detailed and concise investment management to all, became the main priority for us. Our proprietary process allows us to deliver investment management services that are second to none.
With over 40 years of investment management experience, coupled with 20 plus years of providing Sustainable, Responsible and Impact Investing, allows us to be the consummate fiduciary stewards for our existing and undiscovered clients.
nate cline, investment advisor
chief executive officer
Nate joined Responsible Asset Management in 2017. Nate holds the Series 65 security registration, known as the Uniform Investment Adviser Law Examination. He also holds a State of Utah Resident Producer Individual Life Insurance License.
His journey in Investment Management began with a keen interest in financial markets and a dedication to study, allowing him to gain a deep understanding of market trends and investment strategies. He applies a dynamic, tactical asset allocation approach to portfolio management.
He manages portfolios for a diverse clientele, ensuring their investments are aligned with their financial goals and risk tolerance. He is client-centered, focusing on delivering personalized advice and tailored investment plans that adapt to changing market conditions. His experience and continuous pursuit of knowledge have positioned him as a trusted fiduciary advisor.
jeff Cline, investment advisor
Chief compliance Officer
Jeff is the founder of Responsible Asset Management and has over 40+ years of experience in Investment Management. He began his career with regional brokerage firms and later joined the national firm of Smith Barney. In the late 90’s he formed the investment Advisory firm, Responsible Asset Management.
Jeff holds the Series 65 securities registration, known as the Uniform Investment Adviser Law Examination. Jeff is currently a member of the CFA Institute.
In addition, as a way of giving back to the community that has supported him so long, Jeff serves on the Board of Directors of various local non-profit organizations.
What's your next step?
Give us a call.
We’d like the opportunity for both of us to get to know each other. You can discover what we can do for you and we get to learn about you, your goals and your expectations. Our investment analysis involves ensuring that we are a good fit for each other. Our Invest Right / Retire Right plan analysis helps to create a strategy that puts us on clear path for your success.
Contact us at 801-466-9241 to discover if our Invest Right / Retire Right plan analysis would benefit your company.