Using traditional values and contemporary strategies, Clement Investment Group builds and manages custom-tailored portfolios and uses RBC models along with money managers across the country for individuals, corporations, foundations, trusts, and retirement plans. The team is dedicated to providing clients with the highest level of service and are prepared to assist in all aspects of their financial needs, from wealth management planning, asset allocation, security selection and funding for retirement and education.
“Our goal is to provide clients with the highest level of service possible. We are committed to working relentlessly to help our customers achieve their financial goals. This is done by establishing objectives, implementing strategies, and maintaining contact with clients to the extent desired. Our business has grown significantly over the past 29 years almost entirely through referrals and our philosophy will continue to be putting our clients first. The success we've had has been a direct result of our client centric approach and persistent work ethic.
Recognized as one of Barron's Top 1,200 Advisors in 2016, 2017, 2018 and 2019, Brian Clement is a 29 year veteran of the industry and has been a member of the Tucker Anthony and RBC Chairman's Club (top 15% advisors) for 25 years. A graduate of Colby College in 1990, Brian has been active in organizations such as March of Dimes, American Heart Association, and Falmouth Youth Basketball Association. In addition to coaching basketball for 15 years, he was a co-founder of the Maine Firecrackers, which has helped over 40 young women continue their careers in college at the division one, two, and three levels. Brian and his wife Carolyn have three daughters- Allie (23), Sarah (22), and Camille (17).
Mr. Clement is supported by Margaret Haskell and Aliza Simpson. Ms. Haskell is a Senior Business Associate with over 32 years of experience and well recognized for her vast knowledge, expertise, and responsiveness in the industry. Margaret graduated from the University of Maine at Orono in 1983 with an education major. Aliza Simpson is a New Hampshire native who earned a basketball scholarship at the University of New Hampshire before shifting her focus to wealth management. Aliza majored in communication with a minor in business and already developed a reputation for her excellent customer service. Together, the Clement Investment Group manages over $575 million in client assets.