What Services Do We Offer?
Investment Management
Navigating today's financial landscape can be daunting. At Clare Market Investments, our seasoned advisors provide expert guidance, a disciplined approach, and vigilant oversight, allowing you to focus on what truly matters in your life.
Financial Planning
Partnering with a CERTIFIED FINANCIAL PLANNER™ at Clare Market Investments means choosing top-tier competency, ethics, and professionalism. Our CFP® professionals prioritize your interests, ensuring your financial planning aligns with your best interests.
News, Reports, & Commentary
DALLAS, TX – May 26, 2020 – Clare Market Investments, LLC, a Dallas-based Registered Investment Advisor, today announced relocation of its offices to a stand-alone, state-of-the-art building in Dallas, TX. The move stems from Clare Market’s tremendous growth in the last year, and the firm’s desire to maintain close contact with its clients. Moving to a stand-alone facility was a proactive choice in response to the COVID-19 pandemic. The larger space, outside of a conventional office tower, accommodates and reaffirms the firm’s growth strategy while protecting its employees, clients, and industry partners. “There were several reasons why we chose this particular time to relocate,” said Keith Rhodus, founder and managing member of Clare Market Investments. “Our commitment to growth and expansion was a major influence. The new offices offer an expanded footprint which affords us space to continue our growth. West Lovers Lane is an exciting and desirable part of town, surrounded by high-end retail, great restaurants, as well as professional offices, all within convenient proximity to Dallas Love Field Airport. Relocating to a stand-alone building affords us the ability to continue to serve our clients outside of a conventional office tower, in a less crowded environment that we can closely monitor and control.” About Clare Market Investments, LLC Clare Market Investments, LLC, is a cutting-edge, technology-savvy, registered investment advisor and financial planning firm serving individuals, family offices, and private family foundations. Please visit our website claremarket.com for more information. Media Contact: Priya Intwala Client Service and Operations Manager Clare Market Investments, LLC priya@claremarket.com 86 6 .659.1019 x705
DALLAS, TX – September 10, 2018 (GLOBE NEWSWIRE) – Clare Market Investments, LLC, a Dallas - based Registered Investment Advisor, today announced that Alan Haworth of University Park, TX has joined the firm as a Director and Investment Advisor Representative (IAR). Alan brings his team of Robin Lott, also joining as an IAR, and operations and client service assistant Priya Intwala. Alan and team are committed to helping clients with wealth management and capital preservation. With 21 years of cumulative experience investing for high net worth individuals, their focus is on risk-adjusted returns and mitigation of risk, especially during times of market volatility. Alan and Robin are active members of the Park Cities and Greater Dallas communities. “There were several reasons that we chose to join Clare Market Investments,” said Haworth. “The firm’s commitment to employing the latest and best technology was a major influence, but the quality of the personnel, their depth of character, and the firm’s commitment to being a proper fiduciary, providing a transparent, client-centric experience was also a significant factor.” “We understand the immense amount of due diligence an advisor must make in order to change firms,” said Keith Rhodus, founder and managing member of Clare Market Investments. “We are flattered that Alan and his team chose to continue building their successful practice with us. Alan and Robin are bright advisors that bring unique and valuable skills sets to our firm.” About Clare Market Investments, LLC Clare Market Investments, LLC is a registered investment advisor and financial planning firm that provides innovative investment management and planning solutions to select clientele. Clare Market Investments manages assets for affluent families and provides investment management, financial planning, and multi-generational trust and philanthropic planning services. Media Contact: Priya Intwala Client Service and Operations Manager Clare Market Investments, LLC priya@claremarket.com 86 6 .659.1019 x705