Clear Rock’s investment process begins with a client consultation to gain a clear understanding of their financial goals.
We then develop customized portfolios that incorporate expectations for capital market returns and risk assumed to capture those returns.
We identify optimal investments for each portfolio through research and due diligence on asset classes being considered.
Clear Rock has a well-defined sell discipline that ensures investments performing in line with expectations are held—those that are not are eliminated.
Our personalized performance reporting is detailed, fully transparent and available in multiple formats, including in person reviews, online communication and mailed reports.