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.