Clearwater Portfolio Management is a boutique investment company based in Byron Bay.We created our investment portfolios as a direct response to the Global Financial Crisis. Back then, many portfolios were hit with significant losses, which had a devastating affect on investors. While many portfolios rebounded, we learned that we needed to do more to support our investors. Our industry has always relied on the throwaway line, "it'll be ok in the long term". But this approach doesn't help if you're already depending heavily on your investments to live day-to-day. Or if you find "long term" just a little too long to bear both emotionally and financially.Our investment approach in our Diversified Portfolio is all about limiting losses. It's a strategy that our CEO, Gary Lucas, began investigating back in 2012. And it's designed to allow a fund's capital to grow and compound from the market recovery that always follows a downturn.Our mission is to help you build your wealth, reach your financial goals and secure your financial future. That's why we take such pride in making sure our portfolio is always in a position to grow.

Website: clearwaterpm.com.au

Employees: 5 - 9

HQ: N/A

Location: Byron Bay, N/A, AU

Revenue: Not Available

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Clearwater Portfolio Management is a boutique investment company located in Byron Bay, Australia. Founded in response to the Global Financial Crisis, the company's mission is to help investors build wealth, reach financial goals, and secure their financial future. The company's investment approach is centered around limiting losses and maximizing growth, with a focus on supporting investors who are heavily reliant on their investments. Led by CEO and Investment Committee Chairperson Gary Lucas, Clearwater Portfolio Management takes pride in creating investment portfolios that are designed to perform well in both good and bad markets. The company's Diversified Portfolio is strategically designed to allow a fund's capital to grow and compound from market recoveries, helping investors achieve their long-term financial goals. With a team of experienced financial professionals, Clearwater Portfolio Management is committed to providing personalized service and expert investment advice to its clients.

Clearwater Portfolio Management is a small investment company in Byron Bay. We created our investment portfolios to help people who lost money during the Global Financial Crisis. Many portfolios recovered, but we wanted to do more to help investors. Our industry often says, "it will be okay in the long run," but that's not helpful if you're living off your investments and can't wait that long. Our approach is different. We focus on limiting losses so that your money can grow and compound, even after a downturn. Our goal is to help you build wealth, reach your financial goals, and secure your future. That's why we work hard to make sure our portfolio is always in a good position to grow.