Charting a course together to meet your needs and realize your aspirations, Clear Harbor provides wealth management services to individuals, families and organizations. Understanding your unique story and listening to your perspective helps us provide transparent, prudent and thoughtful advice.
Acting in concert with your philosophy to achieve your goals, we partner with you to effectively execute a well-crafted wealth management strategy, building and protecting your wealth over the long-term.A collective desire to provide wealth management solutions to our clients, enabling them to realize their personal and financial objectives.
Acting in concert with your philosophy to achieve your goals, we partner with you to effectively execute a well-crafted wealth management strategy, building and protecting your wealth over the long-term.A collective desire to provide wealth management solutions to our clients, enabling them to realize their personal and financial objectives.
Services
Clear Harbor Asset Management is an independent, SEC-registered investment advisory firm headquartered in Stamford, CT, with an additional office in Plano, Texas. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution, as well as cutting edge customer-facing technology.
Lies our Wealth Management Services platform, which applies a goals-based and holistic approach to financial planning. A thoughtful wealth plan does not begin with our view about markets and investing but rather starts by listening and understanding your goals, concerns and aspirations.
We often incorporate outside financial professionals such as accountants and estate attorneys into our process as their expertise can inform our design and solutions to complex financial matters.We recognize that a "one-size fits all" approach is not realistic and fails to solve for the varying needs of individuals, families and institutions.
We often incorporate outside financial professionals such as accountants and estate attorneys into our process as their expertise can inform our design and solutions to complex financial matters.We recognize that a "one-size fits all" approach is not realistic and fails to solve for the varying needs of individuals, families and institutions.
Clear Harbor CEO Aaron Kennon was on Bloomberg Radio today where he talked about inflation, productivity, and the overall economy. Stamford, Connecticut-Clear Harbor Asset Management LLC today announced that Henrik Brun has joined the firm and will serve as a financial advisor in the capacity as Managing Director.
Clear Harbor's new Investment Portal provides our clients with the ability to view their accounts in great detail. Whether you are viewing performance, investment holdings, asset allocation, recent transactions, etc, this investment portal will provide you with the clarity and transparency that you deserve.
To our clients who are already familiar with Clear Harbor, thank you for your support and trust in the work that we do and the responsibility that you have bestowed upon our team. For those visiting us for the first time, we are honored that you are considering Clear Harbor to provide a service of such importance to your financial well-being.
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