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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.

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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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1963 Orchard Mist St.
Las Vegas, NV 89135

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© 2023 ClearPath Investment. All Rights Reserved.

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of ClearPath Investment, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by ClearPath Investment, LLC an Investment Advisor in the State of Nevada. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Nevada or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Links to Other Sites: The inclusion of any link is not an endorsement of any products or services by ClearPath Investment, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither ClearPath Investment, LLC, nor any agency, officer, or employee of the ClearPath Investment, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. 

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