Remain in the Know

The Clear Harbor Team is thrilled to announce that as of October 10, 2023, Clear Harbor Asset Management has been named one of America’s TOP Registered Investment Advisors (“RIA”) by Forbes. With more than 15,000 RIAs in the US, our placement on this list represents the top 1.5% of firms. The Forbes ranking incorporates several quantitative and qualitative factors which include industry experience, revenue growth, assets under management, regulatory compliance, community involvement, firm culture, and commitment to servicing clients. Forbes states in its methodology, “When we meet with a firm or an advisor for due diligence meeting, we are always thinking to ourselves, “Would we recommend this firm to a friend or family member?”. Clear Harbor Co-founder and CEO, Aaron Kennon commented on the ranking: “We feel this ranking speaks volumes to the quality of the Clear Harbor team, the personalization and care that we apply to each of our clients, and the process that we embrace to provide wealth management advice and asset management strategies to our individual, institutional, and not-for-profit clients.”

Clear Harbor Asset Management is pleased to announce that Security Asset Management (“SAM”) joined the firm during Q2 2023.

The market turmoil of recent days and weeks—not only the swift damage to equity valuations, but the uncharacteristic volatility in fixed income—bears out the risks I have articulated for some time about this extraordinary economic and monetary period. For many quarters, the U.S. Federal Reserve has been walking a high wire between taming inflation and keeping economic growth in positive territory. More recently, the war in Ukraine and new Covid lockdowns in China have violently jostled the central bank from both sides of that wire—along with the nerves of consumers, businesses and market participants.

Stamford, Connecticut—Clear Harbor Asset Management LLC today announced that Aaron Kennon, the CEO and Co-Founder of the firm, has been named to Forbes Magazine’s 2022 list of Best-In-State Wealth Advisors. “This award is a tribute to the positive impact that a collective team can have on the lives of others. We are passionate about our work and are reminded during this moment of significant economic and geopolitical uncertainty how the application of it can benefit the individuals, families, and institutions that we work with each and every day,” commented Mr. Kennon.

The rising temperatures in recent days boiled over with Russia’s stunning overnight assault on Ukraine, with armored columns and airstrikes against numerous cities, including the capital of Kyiv. On a humanitarian level, we mourn what will most likely cause significant loss of life, and the largest disruption of a peaceful Europe since the end of World War II.

Stamford, Connecticut—Clear Harbor Asset Management LLC today announced that Henrik Brun has joined the firm and will serve as a financial advisor in the capacity as Managing Director. Mr. Brun brings to the firm approximately 25 years of experience working with individual and institutional asset management clients domiciled in the US, Europe, and Asia.