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Investment
Management

We have a background in investment and portfolio management for both institutions and high net worth individuals and families. We have access to the latest modeling and analysis technology, and we put them to work for you.

Our investment experience serves both individuals/families and institutions with a focus on: 

Diversification and uncorrelated assets

We believe in the power of diversification to help protect your investment portfolio from drawdowns while maximizing potential returns. Owning a diversified collection of investments in your portfolio helps to reduce overall risk and lessen your exposure to volatility in any one asset class.

Institutional Quality Access

Our goal is to make sure our clients have access to the best investment opportunities globally, including non-traditional investments like precious metals/commodities, private equity, hedge funds, crypto assets, and real estate. These assets can play a critical role in your portfolio by helping to reduce volatility and raising expected returns.

Personalized Solutions

We don’t believe in a one-size-fits-all approach to investing. We understand that your situation is unique and deserves its own customized approach. Your portfolio will be tailored to your specific needs, goals, time horizons, risk tolerance, and tax status.

Long-Term Approach

Our investment philosophy is guided by our long-term perspective. We believe clients achieve the best returns by exercising patience and keeping their long-term goals in perspective. Investment Fees: We assess every fund manager and strategy with an eye on fees to ensure that their added value justifies the cost. We prioritize low-cost solutions to optimize your investment returns.

Strategies

Aggressive Growth

In situations where a client has a long-term time horizon and feels comfortable with the volatile swings of the market, we will construct a portfolio primarily consisting of stocks and alternatives as opposed to cash and bonds.

Conservative

Some clients are closer to or in retirement and do not need the volatility that comes along with a growth-oriented portfolio. They prefer a focus on capital preservation and reduced volatility to ensure their money is protected when market turbulence arrives.

Income-Oriented

For clients seeking consistent cash flow from their investments, our income-driven portfolios focus on companies and sectors with strong historical cash flow and dividend growth. We prioritize providing a steady stream of income to meet your financial needs.

Alternative Investments

ClearPath Investment provides access to alternative investment opportunities, including precious metals/commodities, private equity, hedge funds, crypto assets, real estate, convertibles, preferred stock, options, and derivatives. We help our clients understand the role of each of these alternative assets in their portfolios and the importance of remaining diversified.

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Introductory Consultation

Book a complimentary 1 hour chat with an experienced financial professional.

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