Ian CAIA's Contact Details

Ian CAIA's Company Details

Clear Harbor Asset Management

New York, NY, US • 20 - 49 Employees
Financial Services

Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in New York City with additional offices in Dallas, Texas and Washington D.C.. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution and cutting edge customer-facing technology. The firm provides financial solutions on behalf of individuals, families, foundations, endowments, associations, corporations, and retirement plans. We pride ourselves on our independence, our entrepreneurial spirit, and an unwavering dedication to our clients and our fiduciary responsibilities. The firm is owned entirely by its employees—a team of veteran financial professionals with unparalleled breadth of knowledge and experience. Our team works closely with clients to protect and grow their wealth through best-in-class service and comprehensive financial advice.Our investment managers and advisors work together to allocate capital among and within asset classes based on a comprehensive understanding of specific wealth management objectives and each client's risk tolerance. We strive to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each client's tax and legal advisors. Clear Harbor is unencumbered by the types of legacy challenges that many firms face and instead maintains a culture of collaboration and a process of open architecture across a range of products and services.Our people are what make Clear Harbor the destination of choice for clients seeking personal attention, transparency, and a relationship rooted in trust. We look forward to continuing our conversations in the years ahead and to building a partnership with each of our clients that will help them reach their unique financial goals.