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 firm, Clover is not constrained by the restricted manager lists and proprietary strategies that define traditional private wealth management. Our extensive investment experience and deep institutional relationships give us the freedom to access unique managers & strategies, and the flexibility to put our clients' interests above all else.
Wealth Planning
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Clover works alongside clients to bring structure and clarity to every dimension of their financial lives. Our wealth planning services include financial planning, pre- and post-transaction advisory, tax harvesting, risk management, and multi-generational education facilitated through regularly scheduled family meetings.
Philanthropic Planning
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Clover designs tax-aware charitable strategies that bring purpose and precision to our clients' giving. Whether through a donor-advised fund, a private foundation, or a more tailored structure, we help clients give in a way that reflects their values and makes the greatest possible impact.
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A well-constructed financial plan extends beyond the investment portfolio. We integrate life insurance and variable annuity solutions to address the full picture of a client's financial well-being, including income protection, tax-advantaged growth, and a reliable foundation for retirement income.
Trust & Estate Planning
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Through longstanding relationships with experienced trust and estate attorneys, Clover develops strategies designed for efficient after-tax wealth creation, thoughtful philanthropy, and seamless wealth transfer. We take on the complexity so our clients can focus on what matters most: protecting their legacy and providing for the people they love.
Alternative Investments
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Our partners have spent careers building relationships across the country and close to home. That network translates into differentiated deal flow for our clients, spanning specialty hedge funds, private equity, venture capital, and locally sourced direct investments that are simply unavailable through conventional channels.
Life Insurance & Variable Annuities
Technology
We custody client assets through Fidelity's National Financial Services (NFS) and Institutional Wealth Services (IWS) platforms, two of the most trusted custodial infrastructures in the industry. Fidelity's ongoing investment in both platforms ensures a dynamic, intuitive, and secure client experience. Whether accessing your accounts from desktop or mobile, you'll have real-time visibility into your financial information, along with streamlined statements, secure document storage, and easy fund transfer capabilities.
Complementing our custodial platforms, the Black Diamond Wealth Platform is a powerful portfolio reporting tool that brings all your financial information into a single, coherent view. Its elegant dashboard makes it easy to monitor performance, track asset allocation, review transaction history, and measure progress toward your goals. Together, these platforms reflect our commitment to best-in-class technology that keeps you informed, empowered, and connected to your financial life.
