Investment Management

We develop and manage investment portfolios that are customized to our clients' specific objectives and needs. Our services include a comprehensive review of existing investments, development and implementation of an investment plan, ongoing management of the portfolio, and ongoing customized advice.

We currently offer separately managed accounts (SMAs) investing primarily in publicly traded US securities. We have two composite strategies:

  • Long-only investment grade fixed income (since 2009)
  • Long/short equities (since 2014)

Our track record is GIPS verified. Institutional investors, such as insurance companies and pension funds, have relied on Clearmark's investment expertise and the transparency afforded by SMAs.

Wealth Management

We work with high net worth clients on all facets of their wealth management, including:

  • Investment management
  • Cash flow management
  • Estate, gift, and wealth transfer planning
  • Education planning
  • Charitable gifting
  • Risk management and insurance planning
  • Retirement planning
  • Personal and business tax planning
  • Business structuring

Clients view us as their outsourced family office. We work with individuals, families, and business owners, offering services customized to meet daily and ongoing needs. Our highly personalized approach ensures that wealth and values will transfer on to the next generation in an organized manner.