About Our Company

“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. 


Jeff is the founder of Responsible Asset Management and has over 38 years of experience in Financial Services. He began his career with regional brokerage firms and later joined the national firm of Smith Barney. In the early 90’s, he sought independence and opened his own Broker-Dealer/Registered Investment Advisory firm, which also offered a home for other aspiring independent advisors. The firm offered Brokerage, Investment Management, and Insurance services and was located in downtown Salt Lake City, Utah.

Though the firm was quite successful, Jeff found himself spending more time managing the firm and the other independent advisors. In 1997, in order to provide more personalized customer service to his clients, Jeff created the Investment Advisory firm now known as Responsible Asset Management.

Jeff is an Accredited Investment Fiduciary, AIF® and holds the Series 65 securities registration. Jeff is currently a member of the CFA Institute and the Investment & Wealth 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.

Nate Cline, CPFA®, Chief Executive Officer

Nate Cline is an Investment Adviser with Responsible Asset Management. Nate joined the firm in 2017 and holds the Series 65 security registration and is a Certified Plan Fiduciary Advisor (CPFA®), a credential of the National Association of Plan Advisors (NAPA). Advisors who earn their CPFA® have demonstrated knowledge and expertise required to act as a plan fiduciary.

Nate’s experience in investment management firm administration and administrative leadership, compliments the firms vision to provide exceptional investment management and advisory services that emphasize the client connected experience.

Nate collaborates on the investment management processes for the firm, designing and implementing plans for individual clients and small businesses.

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.