Who We Are

Experience Beyond Measure

Our senior partners have been in the financial services industry since 1995 and have seen and navigated through dozens of unique events while managing and protecting client assets throughout.

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.

Clover Capital

We deliver the utmost attention to portfolio construction and management that can only be achieved by being a student of the industry. Our founders have a lifetime of experience in the industry, tracing back to being introduced to portfolio construction as teenagers by our fathers and grandfathers, and that fascination for the business has never waned.

Our strategies are underwritten daily, and involve active portfolio management to stay ahead of the curve and to be positioned to not only participate when we have a tailwind, but also to be able to quickly be defensive when winds shift.

We listen carefully to the needs of our clients and maintain regular communication and scheduled meetings to ensure the delivery of our services is consistent with the changing needs of our investors.