Clare Market Investments, LLC, is a cutting-edge, technology-savvy, registered investment advisor and financial planning firm. We construct customized financial plans to serve as a blueprint for our clients' financial lives and to properly manage risk. In this fast-moving, data-driven world, we employ the latest technology to stay ahead of the market and to maximize risk-adjusted portfolio returns.
Having a financial plan can give you the confidence to invest with your entire financial picture in mind. Affordable, accessible, and online, our self-guided, digital planning tools are backed by expert advice so you can begin building your financial future with the personalized support you need.
As your trusted advisor, our job is to help you address the complexities of today's marketplace with professional guidance, a disciplined process, proper resources and unceasing vigilance. It is our privilege to offer you this kind of service because in your busy life, you have better things to do than spending the kind of time it takes to keep up with the markets.
We believe that working with a CERTIFIED FINANCIAL PLANNER TM affords our clients the highest level of competency, ethics and professionalism in the industry. The CFP® professional puts the client’s interest first, providing financial planning services only in the best interest of the client - a “fiduciary” standard.
Helping clients organize their financial life with a customized digital wealth management portal: A dynamic offering that consolidates assets, tracks cash-flow, spending and savings, and providing online workshops, videos, and articles to educate how important financial decisions will impact their future.