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WHO WE ARE

Your guide to financial success

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Meet Ahmad Kraydieh & ClearPath Investment

Our founder, Ahmad Kraydieh is an Investment Advisor Representative who brings nearly two decades of experience in the financial services industry. His background includes time spent on derivative trading desks, global leadership roles at a boutique private equity firm, and serving as the CFO for startup companies across various sectors. Ahmad holds a CPWA® designation and has pursued continuous education, including certificates in Wealth Management Theory & Practice from Yale University and Blockchain and Cryptocurrency from Cornell University. Currently enrolled in an Ivy League program at Cornell University's MBA with a focus on finance, Ahmad combines his extensive knowledge and commitment to transparency in guiding clients towards their financial goals. Fluent in French, English and Arabic.

 

Ahmad started ClearPath Investment with an unwavering commitment to clarity and transparency. His only motivation is to stand beside his clients and provide them with the best possible advice for helping align their values and goals with their wealth. That commitment extends to fees structure as well.

 

As a fee-only fiduciary advisor, it is our goal to work exclusively in our clients’ best interests, and they will know exactly how much our services cost and why a recommendation is being made. There will never be any hidden agendas or sales commissions influencing planning for them and their wealth. ClearPath Investment works exclusively for them and no one else.

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OUR STORY

ClearPath Investment was born with a single purpose: understand our clients' dreams. Our mission was plain and simple- to go beyond comprehending financial markets, and grasp our clients' ambitions, and work tirelessly to fulfil their visions and make their dreams a reality.

 

 

ClearPath Investments evolves and improves, maintaining a tech-driven approach that sets us apart from common legacy financial firms. Yet, at our core, ClearPath Investment remains unwavering- listening to our clients' voices, talking in their language, and being right by their side as they navigate the path to financial success. Today, we strive to be a trusted partner for countless families and investors seeking to achieve their financial dreams.

OUR MISSION

To understand and fulfill our clients' financial dreams through transparency, excellence in asset management, personalized service, while tirelessly adapting to the ever-changing market landscape to provide exceptional assistance to our beloved clients.

CORE VALUES

Client-Focused

At the core of our firm is an unwavering commitment to putting our clients’ interests first.

Transparency

We believe in open and honest communication with our clients about all aspects of their investments.

Integrity

We operate with the highest levels of integrity, with a goal of providing clients with the financial peace of mind that comes with knowing their investments are in trusted hands.

Robust Technology

We employ the latest technology in order to serve our clients efficiently and effectively.

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