Accounts & Investments

Your financial wellbeing is like a puzzle – each piece uniquely shaped and significant. Our role is to take on the challenge of locating those pieces and putting them together for you. At Clover Leaf, our advisors act in a fiduciary capacity to our advisory clients and aim to take into account your entire financial puzzle before finding your missing piece. 


To do this we offer several different accounts to pursue your goals.


Inside of those accounts we offer a wide range of products.

  • Stocks
  • Bonds
  • Alternative Investments
  • Mutual Funds
  • ETFs
  • Variable Annuities
  • Fixed Annuities