Company Information

Get to know Clear Harbor Asset Management

Founded in 2009, Clear Harbor Asset Management is an employee-owned investment advisory firm headquartered in New York City. The firm is dedicated to providing bespoke portfolio management and wealth management solutions to a diverse client base, including high-net-worth individuals, families, foundations, endowments, and institutions. Clear Harbor's mission is to offer unbiased advice and build disciplined, long-term investment strategies tailored to the unique financial goals and risk tolerance of each client, operating with a commitment to transparency and client-first principles.

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Financial Wealth ManagementPRIMARY
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Clear Harbor Asset Management

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.