About Us
Securities Portfolio Management
Clutinger, Williams & Verhoye, Inc. has served individual and corporate accounts for over 47 years. We are registered with the Securities & Exchange Commission, which requires assets under management of at least $100 million. For a current value of assets under management as well as fees and services offered please browse our website or follow this link to view our ADV Part 2 brochure.
Portfolio Management for Individuals, Businesses, and Organizations
Our firm was started in September 1970 by Thomas H. Clutinger and Louis E. “Ed” Williams. Our goal has always been to not only invest for our clients but to educate them on why investment decisions are made based on their goals and risk tolerance. Our current President & CEO, Scott B. Williams, CFA, CFP, joined the firm in February of 1995. After 30 years in downtown San Diego, we moved to our current location in March of 2001.