Focusing on the RIGHT Investment Strategy
Clear Harbor Asset Management, Inc. has folded its advisory business into Clear Harbor Asset Management, LLC a registered investment advisory firm in Stamford, CT. Robert C Dalldorf, former president at Falcon is now employed by Clear Harbor as a portfolio manager. We (me and my staff) will continue to work with our clients as we had through Falcon Capital.
We advise families, individuals, and small institutions on a range of financial issues.
We are not affiliated with any financial services firm or product. We represent the client and work closely to understand their wealth management needs and goals.
Our approach to a financial planning driven investment management program is through the organization of assets, the effective implementation of capital, and continued management based on client's evolving financial needs and the dynamics of markets.
While our strategies are portfolio based, they are driven by solving a number of specific client needs. Our strategies are implemented using stocks, bonds, institutional mutual funds, ETF's, and closed-end funds. We do not use constrained or illiquid investments.
We provide client reports that are easy to read and understand along with effective communications. Clear Harbor’s website(https://clearharboram.com/ )is oriented to providing clients with access to a wide range of information about our firm, people, insights and client access. We provide a transparent comprehensive wealth management program to meet your financial needs and goals.
We maintain a high level of communication with our clients to continuously educate them in our investment process and to understand their changing financial conditions. We aim to be a resource for our clients and provide them with a truly effective and well informed advisory experience.
Our client minimum is $100,000 and to learn more about us, we suggest you use the Email Us form to the right.