Investment Offerings : Clear Capital Management

Clear Capital has superior equity natural selection, market risk timing, and holdings visibility so our clients achieve their financial goals with lower risk of losses.

Clear Capital Management offers different types of investment management services using our proprietary investment strategies. If you are happy with your current financial advisor, your advisor can engage us as a Separately Managed Account (SMA) manger. If you are an individual investor and you do not currently have a financial advisor we can directly manage your account. If you are a Registered Investment Advisor, you can engage us as a manager for your clients’ SMA's.

Clear Life Portfolios

The Clear Life portfolios aim to provide long-term capital gains while offering three levels of Risk vs. Return to suit various investor time-to-need and risk tolerance profiles. The Clear Life portfolios hold 50 individual stocks chosen using proprietary Natural Selection Algorithms combined with both a passive risk hedge and an active risk management strategy. The goal of the Clear Life portfolios is to maximize tax efficient returns while investing in equity and fixed income. (Minimum investment = $100,000)

Partner's Life Portfolios

The Partner’s Life portfolios are designed for lawyers, accountants, and financial professionals who can’t invest in the equities of their clients; or for investors who want to manage a smaller account such as a growing college fund. The Partner’s Life series uses ETFs to simulate the performance of the Clear Life portfolios. (Minimum investment = $10,000)

Passive Portfolios

The passive portfolios are designed for investors who don’t want an actively managed portfolio. There are two choices in the Passive Portfolios: Clear Passive and Partner's Passive.

Clear Passive Portfolio

The Clear Passive contains 60% equity exposure comprised of 50 stocks selected using Clear Capital’s proprietary Natural Selection Algorithms, and 40% fixed income exposure. Clear Passive Minimum investment = $100,000.

Partner's Passive Portfolio

The Partner’s Passive Moderate and Conservative portfolios utilize ETFs to simulate the advanced equity selection and performance of the Clear Passive portfolio. The Partner’s Passive portfolios are ideal for either professionals who can’t invest in the equities of their clients; or for investors who want to manage a smaller account. The Partner’s Passive Minimum investment = $10,000.

Balanced Strategies. Rigorously Tested.

All of our strategies are crafted not only for return, but also to limit risk exposure. Our risk management techniques include both active and passive risk management. Because of the quantitative nature of our strategies we are able to use a variety of methods to test our strategies. Before we offer a strategy to a client we make sure that it works well over decades of historical data, and responds well to stress testing.

Our strategies are designed to meet a variety of investor needs, including a range of risk tolerances, a variety of asset levels, as well as specialized needs, such as professionals with employer-mandated do-not-trade securities lists.

Bring your investment requirements to us and let us show how our strategies can best serve you.