A complete list of active advisors currently associated with Clare Market Investments, LLC

Warmer can help you find a great advisor at Clare Market Investments, LLC or one who fits your needs even better.

Clare Market Investments provides discretionary investment management and wealth management services to individuals, high‑net‑worth clients, families, trusts, estates and business entities. As of January 2026 the firm reports approximately $635.15 million in discretionary assets under management across about 225 client relationships supported by a four‑person advisory team. The firm generally follows a long‑term investment approach rooted in fundamental analysis and supplemented by technical and cyclical inputs, with ongoing monitoring and periodic rebalancing. Clare Market may, where appropriate and authorized by clients, employ options, margin, and limited short‑selling strategies, and may allocate portions of portfolios to unaffiliated money managers. Clare Market typically bundles ongoing financial planning into a Comprehensive Wealth Management option rather than offering planning primarily on a standalone or hourly basis, with analyses maintained in planning software and updated periodically. The firm highlights use of research into publicly disclosed insider and activist shareholder transactions, manages a relatively large asset base for a four‑advisor team, and maintains an institutional relationship with its custodian that provides platform software, trading support and block‑trading access.

To learn more about the advisors currently working at Clare Market Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.