Providence, RI Office

Clarendon Private provides discretionary wealth management, investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, endowments and businesses, with the firm typically servicing relationships of $3 million or more. Services described in the brochure include portfolio construction using ETFs, individual securities, bonds and alternatives, retirement/ERISA advice, and ongoing financial planning and consulting.

The firm says it employs a primarily long‑term investment approach informed by both fundamental and technical analysis, and it may use independent managers, cash hedges, tax‑sensitive decisions and ESG or alternative allocations where appropriate. Clarendon Private monitors portfolios continuously, conducts periodic rebalancing and may trade shorter‑term positions to meet client objectives or respond to market conditions.

What distinguishes Clarendon Private among peer teams is its ownership and operational integration with Beacon Bank & Trust and Beacon Financial Corporation, which the brochure discloses generates referral flows and shared systems that result in the advisor being deemed to have custody of client assets. The brochure also notes an institutional relationship with Charles Schwab that provides technology and support (and related economic benefits), an independent surprise custody audit, and a relatively small client base (46 clients) supported by a six‑person advisory team managing about $352 million, indicating higher assets per client than many team firms.