Getting to Know You
We don't start by telling you what we think you should do. We start by discussing your needs, wishes, and plans, both for your money and for your life. Together, we'll develop a strategy designed to align your portfolio with your personal objectives — for now and into the future.
Next, we'll develop your portfolio mix through rigorous research and objectivity to achieve your goals. Our dedicated team of analysts evaluates the universe of investment vehicles, structures, and managers, while simultaneously analyzing the potential risks, expected returns, and tax implications of each approach. Throughout the firm, our founding philosophy and belief in transparency helps keep us free to remain objective and to ensure we choose the best options for you.
Meanwhile, you enjoy the ease of entrusting your wealth management to specialists, the comfort of knowing committed professionals are just a call away, and the results that come with a personal touch.
At Clear Perspective your needs come first.
Our client relationships begin with information collection. First we hold one-on-one meetings to develop your Investment Policy Statement. Next, we conduct a rigorous quantitative analysis of your current investment holdings, including the entities in which they are structured and the tax implications of each. Our team works with your other outside advisors to make this transition seamless, as well as thorough.
Information gathering doesn't stop there. We track changes in the tax, regulatory, and investment environment to make proactive decisions. We include and educate your family members in the process, as you deem appropriate. Most importantly, we proactively suggest modifications as your goals change over the years.
We customize every client portfolio based on:
- Return objectives
- Time horizon
- Cash flows
- Terminal value goals
- Liquidity needs
- Risk tolerance
