Clare Market Investments, LLC is a registered investment advisor and financial planning firm that provides innovative investment management and financial 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.
Financial Planning
Working with a CERTIFIED FINANCIAL PLANNER TM affords our clients the highest level of competency, ethics and professionalism in the industry. As fiduciaries, we put our clients interests first. We work with clients to not only identify your goals & objectives to construct a sound financial plan, but we also will also monitor and review the plan with you, and make necessary adjustments to the plan as your life changes. Your plan is both a roadmap for your financial life and a report card for how you’re doing.
Investment Management
At Clare Market Investments, we believe that quality investments are scarce relative to the quantity of opportunities. It is our goal to help investors source the best investments for their unique circumstances. Our goal is to provide you with an investment portfolio designed specifically for you, one that will help achieve your financial goals. We construct client portfolios consisting of “best ideas”. We provide advice on individual stocks, bonds, separately managed accounts, as well as mutual funds and ETFs. We are mindful of managing risk by focusing on preservation of capital and investing with a margin of safety. In other words, while searching for a good investment idea at the right price, we are patient and willing to hold cash.