Services
Expand your Investment Horizons
Why limit your investments to the research and products originated by a single firm?
Investment Management
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As an independent, Clover is not limited by a restricted list of strategies and managers like the traditional private banking and asset manager model. Given our extensive investment experience and institutional relationships, Clover has the freedom of using unique managers and strategies to deliver superior investment returns to our clients.
Wealth Planning
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We at Clover work closely with our clients by providing various wealth planning services, including but not limited to financial planning, pre-transaction planning, post-transaction advisory, tax harvesting, risk management, and multi-generational education through regularly scheduled family meetings.
Trust & Estate Planning
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Clover’s personal relationships with experienced Trust and Estate attorneys provide strategies for the most efficient after-tax wealth creation, philanthropy, and transfer. We aim to simplify Trust and Estate planning complexities to guide your loved ones and safeguard your legacy.
Alternative Investments
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Derived from a lifetime of industry experience, the partners at Clover Capital have developed relationships all over the country as well as in our own back yard. Through these contacts, we are able to offer unique deal flow, including specialty hedge funds, private equity funds, venture capital, and locally sourced direct investments.
Technology
We custody through NFS (Fidelity) which has invested heavily in making the client experience as dynamic and user-friendly as possible, whether on your computer, or mobile device.
Trusted Partners
