We perform rigorous analysis of asset classes and investment managers to identify best-of-class investment opportunities. Each strategy is managed consistent with targeted risk and return profiles.
We leverage our buying power to provide our RIA Partners access to high minimum, cost effective institutional investment strategies.
Our 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 and alternative investments.
Our 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.
We provide proactive investment communications to keep our RIA Partners informed on our 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.
Efficient and robust trading capabilities for best execution of the strategic allocation customized toward client investment objectives.
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.
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.
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.