A complete list of active advisors currently associated with Clinton Investment Management, LLC
Warmer can help you find a great advisor at Clinton Investment Management, LLC or one who fits your needs even better.
Clinton Investment Management, LLC manages municipal fixed‑income portfolios on a discretionary basis for individuals (including high‑net‑worth clients), family offices, financial advisers, wrap fee sponsors and registered investment companies. The firm reports approximately $3.9 billion in discretionary assets and primarily delivers services through separately managed accounts, dual‑contract arrangements and sub‑advisory relationships. Investment decisions emphasize maximizing after‑tax total return through a research‑based process that focuses on duration, sector allocation and security selection; strategies include short, intermediate and market duration mandates, a taxable market duration approach and a municipal credit opportunities strategy. The firm combines fundamental credit analysis with quantitative tools and third‑party data, and implements tax‑loss harvesting and cross‑transaction mechanisms to pursue relative value across primary and secondary municipal markets. Distinctive aspects include acting as sub‑adviser to several MassMutual‑sponsored funds (listed in the brochure) and providing portfolio management for registered investment companies, a service model that is relatively uncommon for multi‑team advisers. Clinton’s offerings also permit state‑specific or state‑focused portfolio requests (including a target of at least 50% concentration in CA, CT, MA, NJ or NY for the credit strategy), and the firm does not offer comprehensive financial, estate, or insurance planning, reflecting a concentrated focus on active municipal fixed‑income management.
To learn more about the advisors currently working at Clinton Investment Management, 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.
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