What sets us apart is clear:
Our clients come first. End of story.
Whether you are a seasoned investor or just developing your first financial plan, our goal is simple: we want you to feel like you are our only client. Our promise to you is this: we will be proactive, accountable, and transparent.
We strive to be more flexible and faster in adapting to changing economic and market conditions than traditional large firms. As your goals and needs change, it’s important for us to maintain a constant dialogue with you. We treat every client like they are our only client.
We are compensated based on a percentage of assets that we manage and nothing more–we do not receive incentives to recommend investment products.
We had our “a-ha” moment on the eve of the financial crisis. The traditional Wall Street model had broken down, and we saw the need to be independent, transparent, and to minimize conflict as much as possible. Our idea was to adopt the highly successful Yale Endowment strategy – but with a twist. Our modification to their broadly, globally diversified portfolio is the use of ETFs (exchange-traded funds) instead of individual stocks and bonds. In fact, ClearRock was one of the pioneers of all-ETF portfolio managers in the United States.