Clear Rock Advisors outsources its proven investment expertise and state-of-the art back office and portfolio administration to empower select strategic partners to serve clients with sophisticated, institutional, and cost-effective investment solutions.
At the heart of the RIA Solutions value proposition is Clear Rock’s Outsourced CIO (OCIO) capabilities that mirrors its proven investment philosophy and process used to manage wealth for generations and is distinguished by five key attributes.
Market and Investment Research & Analysis
Clear Rock performs rigorous analysis of asset classes and investment managers to identify best-of-class investment opportunities.
Institutional Investment Strategies
Clear Rock leverages its buying power to provide its RIA Partners access to high minimum, cost effective institutional investment strategies.
Asset Allocation Strategy Development
Clear Rock’s asset allocation strategies are developed to achieve the most attractive level of returns given the level of risk assumed and are deployed using traditional stocks and bonds, and enhanced with diversifying exposure to alternative investments.
Risk-Managed Strategic Portfolios
Clear Rock’s strategic portfolio construction emphasizes differentiated sources of returns designed to lower risk. Individual investments are assessed using sophisticated risk management tools to reveal intended and unintended exposures in the portfolio.
Timely & Relevant Investment Communications
Clear Rock provides proactive investment communications to keep our RIA Partners informed on its investment program. We publish a quarterly market commentary and periodic investment related blogs that provide insights into our market analysis. We host regular webcasts on managers in which we are invested and report on adjustments made to our portfolios.
Portfolio Trading, Monitoring, & Reporting
Clear Rock’s OCIO services are complimented by state-of-the art back office and portfolio administration services to maximize accuracy, efficiency, integration, and client satisfaction and is and is distinguished by four key attributes.
Clear Rock provides efficient and robust trading capabilities for best execution of the strategic allocation customized toward client investment objectives.
Reconciliation to Custodian
Daily reconciliation of cash, transactions, positions and cost basis between Clear Rock’s accounting system records to those of the custodian ensuring data integrity and accuracy.
Clear Rock provides comprehensive client reports that provide full account transparency. In addition to standard holding and transaction reports, we provide a snapshot of clients’ current and strategic allocations, performance returns at both asset class and account levels, monthly overview of account value changes, and insightful quarterly market commentary.
Dynamic Advisor Portal
Web-based access to client accounts with daily updated portfolio holdings, transactions, performance and other information for superior client servicing. View daily updated performance at the relationship, account and securities levels of the portfolio. Weighted allocated benchmarks are calculated to maximize transparency and accuracy in relative performance reporting.
At Clear Rock, our RIA Partners are our extended family. We partner and work with select independent advisors who closely align with our investment philosophy, cultural attributes, and our commitment to excellence and serving clients with authenticity, transparency, and superior service.