Personalized Service

with transparency and access

Client Integration

We work with you to understand your needs, limits, and ultimate goals. 

Clarity Capital tailors individual strategic asset allocations to fit each client's needs. These are determined through an upfront Client Assessment process, and through extensive ongoing dialogue between client and investment manager. 

 

Establishment of Objectives

The client relationship begins with a face-to-face meeting, during which we will seek to gain a thorough understanding of your needs, assess your risk tolerance, and help you define your long term wealth objectives.

Strategic Allocation

Your investment manager determines the appropriate strategic asset allocation for you, against the background of long-term risk, return and correlation expectations.

Operational Set-Up

Clarity Capital interacts with your banking, legal, and accounting service providers to ensure a smooth transition. 

Portfolio Investment

Clarity Capital deploys your capital and begins actively managing your portfolio.

Ongoing Communication

Your portfolio manager is always available, and communicates regularly through ongoing reporting and scheduled meetings.