Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in Stamford, CT. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution and cutting edge customer-facing technology.
The firm provides financial solutions on behalf of individuals, families, foundations, endowments, associations, corporations, and retirement plans. We pride ourselves on our independence, our entrepreneurial spirit, and an unwavering dedication to our clients and our fiduciary responsibilities. 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.
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 are what 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 and to building a partnership with each of our clients that will help them reach their unique financial goals.
Company Details
- Employees
- 20
- Founded
- -
- Address
- 263 Tresser Blvd,
- Phone
- (214) 780-0795
- in****@****ram.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- clearharboram.com
- Keywords
- Stamford.
- HQ
- Stamford, CT
Clear Harbor Asset Management Questions
Clear Harbor Asset Management's helpline number is (214) 780-0795
Clear Harbor Asset Management's website is clearharboram.com
Clear Harbor Asset Management's LinkedIn profile is https://www.linkedin.com/company/clear-harbor-asset-management
Clear Harbor Asset Management has
20 employees.
View email and phone details for 20
employees at Clear Harbor Asset Management.
Clear Harbor Asset Management's industry is
Financial Services
Clear Harbor Asset Management's top competitors are
One River Asset Management,
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Callodine Capital Management.
Clear Harbor Asset Management's support email address is info@clearharboram.com
Clear Harbor Asset Management's categories are Financial Services
Clear Harbor Asset Management's founding year is 2009
