MAXIMIZE THE VALUE OF YOUR WEALTH
What Is Wealth
We at Clover Capital view wealth as more than a number. Wealth is comfort. Comfort in knowing that you are in good hands and working with experienced advisors of high integrity. Wealth is knowledge. Wealth is a sense of achievement. Obstacles conquered, sacrifices made, and opportunities seized.
Why Independent
By going independent, you broaden your investment choices by gaining access to Wall Street, regionally sourced transactions, and co-investments alongside family offices and private equity firms. Independence eliminates conflicts of interest and cookie-cutter corporate models designed to keep the most inexperienced advisor within firm investment guidelines - managing assets to the lowest common denominator. As an autonomous registered investment advisor, our founders know how to navigate the street, who to listen to for strategy and research, and who to trust for asset management.
Why Clover Capital
Experience. We at Clover Capital have worked uninterrupted in wealth management dating back to 1995. We have managed assets through every market cycle since and learned countless lessons throughout. Our background includes 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 our clients the best available investment options. Not only do we provide access to research and products from large wirehouses, but we also analyze research from businesses across Wall Street - large firms and independent firms alike - and we recognize where to add value for you as an investor.
How We Work With Our Clients
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Understand
The most important step in our process is understanding and assessing our client’s goals and risk tolerances
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Design
Regardless of your circumstances, we create a customized strategy to maximize your opportunities for success.
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Implement
We take a disciplined approach to investing the assets entrusted to us to achieve top-tier risk-adjusted returns.
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Manage
Clients’ priorities change over time, and we’ll meet regularly to match their investments with their goals.
Services Provided
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Investment Management
Clover’s robust platform provides access to top tier managers across all assets classes.
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Alternative Investments
Clover’s alternative investment platform spans across all geographies, size, and strategies.
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Wealth Management
Clover starts with an in depth discovery process which helps create a roadmap toward our clients’ goals.
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Trust & Estate Planning
Clover works with your outside advisors to coordinate your generational and charitable goals and objectives.