A Productive Client Partnership Begins With Listening
Charting a course together to meet your needs and realize your aspirations, Clear Harbor provides wealth management services to individuals, families and organizations. Understanding your unique story and listening to your perspective helps us provide transparent, prudent and thoughtful advice.
Acting in concert with your philosophy to achieve your goals, we partner with you to effectively execute a well-crafted wealth management strategy, building and protecting your wealth over the long-term.
We provide financial solutions on behalf of:
At the Heart of Our Mission is…
A collective desire to provide wealth management solutions to our clients, enabling them to realize their personal and financial objectives.
The Clear Harbor Approach...
Combines experienced portfolio managers who possess deep levels of market insight with a team of advisors who have in-depth knowledge of a comprehensive range of financial planning topics to create a high-touch boutique wealth management firm.
Charting the Right Financial Course By Always Placing Client Interests First
Through an informed dialogue, the right financial course can be planned, monitored and adjusted over time. Our approach allows our clients to concentrate on fulfilling long-term aspirations without being distracted by the ebbs and flows of geopolitics and market volatility. With that said, we also recognize that human nature is not devoid of the emotions that can derail a possible financial plan. This is why we believe in the value of market-related behavioral counseling predicated on science and quantitative research.
At Clear Harbor, our personal capital is allocated alongside that of our clients, ensuring an alignment with client interests that sales-driven firms cannot match. This alignment, together with good governance and our fundamental investing philosophy, frees us from potential conflicts of interest, and allows us to place client interests first with every investment decision.