MAXIMIZE THE VALUE OF YOUR WEALTH
What Is Wealth
At Clover Capital, we view wealth as more than a number. Wealth is comfort. It’s understanding you are in good hands, working with experienced advisors of high integrity. Wealth is knowledge. It’s a sense of achievement: obstacles conquered, sacrifices made, and opportunities seized.
Why Independent
Going independent broadens your investment choices. It opens the door to Wall Street, regionally sourced transactions, and co-investments alongside family offices and private equity firms. Independence eliminates conflicts of interest and the cookie-cutter corporate models designed to keep advisors tethered to firm guidelines, managing assets to the lowest common denominator.
As autonomous wealth advisors, our founders know how to navigate the street. We know who to listen to for strategy and research, and who to trust for asset management.
Why Clover Capital
Experience. We have worked in wealth management continuously since 1995, managing assets through every market cycle and earning countless lessons along the way. Our background spans firms of all sizes, from regional investment banks to global behemoths. All types of clients have trusted us with their capital, from high-net-worth individuals, to institutions, to family offices.
We know how to read through the noise and deliver the best available investment options. Beyond access to research and products from large wirehouses, we analyze perspectives from across Wall Street, large firms and independent firms alike, and we know where to add value for you as an investor.
How We Work With Our Clients
-
Understand
The most important step in our process is understanding and assessing our client’s goals and risk tolerances
-
Design
Regardless of your circumstances, we create a customized strategy to maximize your opportunities for success.
-
Implement
We take a disciplined approach to investing the assets entrusted to us to achieve top-tier risk-adjusted returns.
-
Manage
Clients’ priorities change over time, and we’ll meet regularly to match their investments with their goals.
Services Provided
-
Investment Management
Clover’s robust platform provides access to top tier managers across all assets classes.
-
Alternative Investments
Clover’s alternative investment platform spans across all geographies, size, and strategies.
-
Wealth Management
Clover starts with an in depth discovery process which helps create a roadmap toward our clients’ goals.
-
Trust & Estate Planning
Clover works with your outside advisors to coordinate your generational and charitable goals and objectives.