What We Do

Tailored Solutions and Unparalleled Service

Clover Capital understands the challenges that accompany substantial wealth and the playbook to tackle those challenges. By listening to your needs and aspirations, and putting a plan in place to reach your goals and the goals of future generations, you can trust that your assets are being handled by seasoned financial professionals.

Who We Work With

  • Equity and debt issuance

  • Investment banker introductions

  • Pre-transaction planning

Business Owners

  • Hedging strategies

  • 10b5-1 sales

  • Trust and Estate

Corporate Executives

  • Wealth Education

  • Philanthropy

  • Family structure and responsibility meetings

Multi-Generational Families

Other Professionals

  • Attorneys

  • CPAs

  • Bankers

Understand

The most important step in our process is to understand your unique goals and objectives.  We strive to gain a deep understanding of your values, fears, and needs.  And we listen.  By getting to know you personally, we then tailor a plan to maximize the value of your wealth.

Design

Once we understand what you wish to accomplish, we create a blueprint based on what we’ve learned and apply those factors. Being independent allows us to access the most sophisticated and dynamic planning and allocation tools available.

Implement

With experience comes knowledge.  Through our experience, we’ve learned how to filter the noise and provide objective advice.  Not just of products and strategies, but also of people.  Through our independence, we’ve crafted a platform of bespoke and trusted partners who offer a path toward your investment goals.

Manage

Things change over time.  Constant due diligence is a key component to our management, and consistent underwriting of your portfolio is critical.  Each client relationship is unique, and we maintain regular communication to assess progress towards your goals.