Making You and Your Goals Our Highest Priority
Clear Harbor Asset Management is an independent, SEC-registered investment advisory firm headquartered in Stamford, CT, with an additional office in Plano, Texas. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution, as well as cutting edge customer-facing technology.
The firm is owned entirely by its employees - a team of veteran financial professionals with unparalleled breadth of knowledge and experience. Our team works closely with clients to protect and grow their wealth through best-in-class service and comprehensive financial advice.
What You Can Expect When Working With Us
Our investment managers and advisors work together to allocate capital among and within asset classes based on a comprehensive understanding of specific wealth management objectives and each client’s risk tolerance. We strive to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each client’s tax and legal advisors.
Clear Harbor is unencumbered by the types of legacy challenges that many firms face and instead maintains a culture of collaboration and a process of open architecture across a range of products and services.
Our People Make Clear Harbor the Destination of Choice
For clients seeking personal attention, transparency and a relationship rooted in trust, we look forward to continuing our conversations in the years ahead. As we build a partnership with each of our clients, we strive to help them reach their unique financial goals.