Constructing Portfolios That Meet Your Objectives
We strive to minimize costs and monitor risk as we address your investment goals. Our team designs portfolios representing a multitude of investment disciplines and opportunities while maintaining a constant focus on client objectives and risk tolerance. In order to deliver optimally structured investment strategies for each of our clients, we offer both internally managed strategies as well as appropriate passive and “best in class” external managers.
Our investment team collaborates on a daily basis but formally meets once per week to review existing and prospective portfolio holdings, assess market opportunities and determine whether a given strategy should be adjusted. At Clear Harbor, we pride ourselves on our nimbleness and flexibility, as well as our objectivity founded on a constant and relentless search for facts, insights and perspective.
The investment committee recognizes that while the selection and value of a given investment is essential, asset allocation and, ultimately, the broader market forces of the global economy must also be considered and respected. With central banks from Brussels to Washington, D.C. taking action to pull down inflation while maintaining financial stability and overall market liquidity, it is vital that our team monitor global economic and monetary trends and adapt to shifts in expected market returns by also considering fundamental, systemic and secular macro considerations.
Our Investment Management Services Include:
- Identifying investment objectives and parameters for each unique client mandate
- Structuring and/or recommending revisions to a client’s Investment Policy Statement
- Creating tax efficient investment strategies
- Embracing both active and passive investment options
- Identifying external managers across public and private markets that can complement a comprehensive investment strategy
- Incorporating existing holdings - as well as less-liquid assets - into an appropriate and customized portfolio
- Provide overall portfolio and performance reporting
As a firm that manages each account separately, we recognize that many of our clients have a unique set of investment needs that do not fit neatly into any of our distinct strategies. For those clients, we are perfectly capable of providing customized investment portfolios that cater to a focused directive and specific set of restrictions.