ClearVest services independent wealth managers seeking opportunities in the private investment space. 

Our unified technology platform streamlines the process from research to execution.  

We operate as a fiduciary, providing you with a true partnership.

Solutions

Access

• Challenge
  High minimums and non-transparency frequently deter investments.
• Solution
  ClearVest takes a three prong approach to accessing alternatives. We strongly believe that independent providers and their clients benefit from not only lower minimums, but a community of peers to share information and ideas and an education platform that helps them stay ahead of the curve. 

Research

• Challenge
  Alternative investment product research is time consuming, complex and manual requiring dedicated and educated staff specialists.
• Solution
  As a fiduciary, ClearVest conducts due diligence on every product offering from single feeder funds to custom indices. Our management team's extensive experience in alternative investments allows us to meet our clients' requests with maximum flexibility. We offer summary due diligence reports and partner with outsourced CIO specialists to customize portfolios.

Consistency

• Challenge
  There is no uniform process for research and execution of investments.
• Solution
  Offering materials and risk disclosures for alternative investments, which frequently employ esoteric strategies, can be daunting.  We breakdown the risks and maintain a database of customer specific information reducing the time spent while maintaining client awareness.

Risk analysis

• Challenge
  Multi-layered risks across investment, market, operations and regulation are difficult to identify and evaluate.
• Solution
  We believe that due diligence is the key to product viability and differentiation. Our specialists focus on risks by holistically evaluating each investment product according to the potential risks presented by strategy and business type, including investment, regulatory, operations and conflicts of interest.