Empowering our clients' projects with expert engineering solutions
Who We Are
Clear Harbor Asset Management is an independent, SEC-registered investment advisory firm dedicated to providing holistic wealth management advice and asset management solutions to individuals, families, foundations, and corporations. With a team of veteran financial professionals, we pride ourselves on our independence, entrepreneurial spirit, and unwavering dedication to our clients. Our firm is headquartered in Stamford, CT, with an additional office in Plano, Texas.
Our Services
At Clear Harbor, we believe that effective wealth management requires a deep understanding of our clients' unique financial goals and objectives. Our comprehensive approach combines expert portfolio managers with a team of advisors who possess in-depth knowledge of a range of financial planning topics. This synergy enables us to craft tailored investment strategies that align with each client's risk tolerance and investment objectives.
Wealth Management
Our wealth management services cater to individuals, families, and organizations seeking to protect and grow their wealth. We work closely with clients to develop a customized financial plan, incorporating their specific goals, risk tolerance, and investment objectives.
Investment Management
Our investment management team focuses on delivering strong, long-term investment performance. Our experienced portfolio managers utilize a values-based approach to construct portfolios that balance risk and return. By incorporating quantitative research and science-based behavioral counseling, we ensure that our clients' interests are always aligned with ours.
Values-Based Portfolio Construction
At Clear Harbor, we believe that a successful investment strategy must be grounded in a clear set of values and principles. Our portfolio construction process is driven by a commitment to transparency, accountability, and long-term performance. We work closely with clients to develop investment strategies that reflect their unique financial goals and risk tolerance.
Insights
Stay informed with our newsletters, market outlooks, and insights from our team of experts. At Clear Harbor, we believe that education and transparency are essential components of effective wealth management. Our insights provide valuable information on market trends, economic conditions, and investment strategies to help our clients make informed decisions.
Client Access
As a Clear Harbor client, you will have access to a comprehensive online portal, providing a secure and efficient way to monitor your accounts, track your investments, and communicate with our team.
Our People
Meet the team of veteran financial professionals who make Clear Harbor the destination of choice for clients seeking personal attention, transparency, and a relationship rooted in trust. Our people are committed to delivering exceptional service, providing expert advice, and building long-term relationships with our clients.
Clear Harbor Advantage
At Clear Harbor, we believe that our unique culture of collaboration, open architecture, and transparency sets us apart from other financial institutions. Our people make Clear Harbor the destination of choice for clients seeking personal attention, transparency, and a relationship rooted in trust.
