Investment Program

Customized investment programs to help our clients achieve their goals.

Clearwell’s Portfolio Team brings deep market experience and works with clients to develop a customized investment program targeting the client’s goals, timeframe and liquidity needs. Our investment program has been built over years of research, relationship building, and due diligence, and our proprietary platform and partnerships around the world represent nearly every asset class and investment strategy.

Our Approach

Financial Modeling &
Portfolio Management

  • Investment manager due diligence
  • Asset class, strategy and security analysis
  • Product selection independence
  • Portfolio risk analysis and stress testing
  • Rebalancing
  • Performance tracking and reporting

Strategic Asset Allocations

  • Active management strategies – Equities, Fixed Income, & Alternatives
  • Passive indexing, factor strategies & tax management strategies
  • Portfolio diversification across security types, sector exposures, management styles, geography, market capitalization, and liquidity profiles
  • Cash management