Clear Equities

Clear Equities provides centralized reporting and oversight of private holdings for high net-worth individuals. Having managed a CPA firm for many years, a unique challenge faced by some of our wealthy clients came to our attention. These successful investors lacked a deeper qualitative understanding of their investments and the tools to dynamically segment and view their investments by important fundamental return drivers. While they did receive emails, quarterly updates, statements, and correspondence, they lacked the metrics for respective comparison among the varied investments. They lacked the tools that would enable them to zone in on deals per manager, per investment type, asset class, and other investment components. Clear Equities generates oversight and performance history on past and current investments which in turn provides our clients with the information vital to results-based investment strategy. In addition, our program frees up precious time for our clients as we handle all of the attendant day-to-day pressures and deadlines, large and small, from capital call commitments to wire transfers, subscription documents, and central location reporting. Our program also includes a dedicated e-mail address which we oversee and which receives all investment communications. At Clear Equities, we make your financial picture CLEAR.