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.
Your investment manager determines the appropriate strategic asset allocation for you, against the background of long-term risk, return and correlation expectations.
Clarity Capital interacts with your banking, legal, and accounting service providers to ensure a smooth transition.
Your portfolio manager is always available, and communicates regularly through ongoing reporting and scheduled meetings.