A complete list of active advisors currently associated with Clearwater Capital Partners
Warmer can help you find a great advisor at Clearwater Capital Partners or one who fits your needs even better.
Clearwater Capital Partners provides family office services, private wealth management, institutional advisory and retirement plan advising, along with both wrap and non-wrap individual portfolio management. While the firm offers typical team-firm services such as financial planning and portfolio management for individual and high-net-worth clients, its client base additionally includes several atypical institutional clients, including sovereign wealth funds, banks, insurance companies, other investment advisers, and state or municipal government entities. The firm manages most advisory accounts on a discretionary basis and uses a mix of asset-allocation, fundamental, technical, quantitative and thematic approaches, including long- and short-term strategies, portfolio rebalancing, and options strategies such as covered calls and spreads. CCP also sponsors a wrap-fee program, offers thematic exploration strategies and access to alternative investments and private placements, and provides participant education and workshops for retirement-plan clients. Clearwater operates alongside affiliated entities that provide bookkeeping and bill-pay, consulting, and an insurance agency, enabling coordinated implementation of tax, cashflow and insurance solutions for advisory clients. The combination of those affiliations, a strategic partnership to offer identity-theft and cybersecurity services, sponsorship of a wrap program, and its use of derivatives and borrowing in certain separately managed accounts sets its operating model apart from many peers in the team-firm category.
To learn more about the advisors currently working at Clearwater Capital Partners, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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