Clear Harbor Asset Management is an independent investment advisory firm that merges holistic wealth management advice with market-leading investment strategy and execution. It allocates capital among asset classes based on a comprehensive understanding of specific wealth management objectives and each client’s risk tolerance. The firm provides financial solutions to individuals, families, foundations, endowments, associations, corporations, and retirement plans.
Clear Harbor applies a goals-based and holistic approach to financial planning. It incorporates outside financial professionals such as accountants and estate attorneys into its process as their expertise can inform the design and solutions to complex financial matters.
Clear Harbor strives to minimize costs and monitor risk as it addresses clients' investment goals. It designs portfolios representing a multitude of investment disciplines and opportunities while maintaining a constant focus on client objectives and risk tolerance.
Clear Harbor incorporates values-based considerations and strategies into portfolio construction on an individually tailored basis just as it does risk tolerances, life goals, and other investment objectives and preferences.