Investment Management Services
Clarity Capital Management provides custom portfolio management services. Client assets are custodied with TD Ameritrade Institutional.
Our investment management philosophy is simple. We subscribe to goals based investing as part of our philosophy building a portfolio allocation tailored to your specific goals and risk tolerance. This means we're not looking for the next hot trend or stock, or trying to beat some arbitrary index, but instead thoughtfully building a well diversified portfolio that will help you meet your investing goals over the long term without taking undue risk.
When constructing portfolios, we focus on asset allocation, diversification, tax efficiency (where appropriate), and minimizing portfolio expenses. Additionally, we construct portfolios with a focus mainly comprised of low-cost ETF's and Index Funds when and where appropriate. Thoughtful and disciplined re-balancing of client portfolios helps keep investors risk tolerances in line and helps ensure clients stay invested appropriately over time.
Finally, setting up and monitoring a portfolio is important, but even more critical, I help my clients manage the emotions of investing. Many investors make the mistake of bringing emotions into their investment decisions, which can have detrimental effects on a portfolio. Our job during particularly good and bad market environments is to help you stick to your plan.
COST: As A Percent Of Assets Under Management. Fee is calculated annually and assessed quarterly directly from the account, or billed separately.
$0 to $500,000 - 0.95%
$500,000 to $1,000,000 - 0.85%
$1,000,000 to $3,000,000 - 0.70%
Above $3,000,000 - 0.55%
*Comprehensive financial planning clients billed at 0.50%
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