Contact Us:
Office: (505) 242-
2701 San Pedro Dr NE Suite 16 Albuquerque, NM 87110
Meetings by Appointment Only
Investment Advisors
Cloak and Company, LLC is a Registered Investment Advisory firm located in Albuquerque, New Mexico and established in 2005. We specialize in creating separately managed equity or balanced portfolios, and accommodating various investor objectives.
Our endeavor is to provide our clients with a unique and profitable approach to investing. We are able to help customers analyze, understand, and manage their discretionary assets to achieve increased earning potential. It is Cloak & Company’s mission to assist clients in the journey toward their financial goals.
Cloak & Company's Broker Dealer affiliation is with Mutual Securities Inc., a premier brokerage firm established in 1982 and based in Los Angeles, California. Mutual Securities Inc. Offers sophisticated securities services to both institutional and individual investors. Accounts are carried by National Financial Services, LLC (NFS), a Fidelity Investments Company.
Professional Money Management
Securities Experts
60 Years Combined Experience
John R. Cloak, RIA, President
Plans available for
Individuals
Institutions
Retirement
Independent Account Protection