Portfolio Management

At Clear Path, our mission is to help make your vision for your ideal financial future a reality. When it comes to investments, we do this by putting your best interests first—not just because it’s our fiduciary responsibility but because it’s one of our core beliefs.

We create a balanced investment portfolio that supports your goals, in accordance with your stage of life and the level of risk you are most comfortable accepting. Unlike some firms that only offer products from a limited number of sources, our open-architecture approach means we’re able to provide a full range of financial solutions from across the industry and design a portfolio that fits your unique needs. This level of transparency is one of our core principles and at the heart of our client relationships.

After designing your portfolio, we actively monitor it for growth and continue to support your goals and risk tolerance. Our extensive industry experience, discipline and knowledge of global financial markets helps ensure we will not be steered off course by short-term market volatility or other forces. Instead, we will make adjustments when needed and will always tell you why. We are committed to providing expertise, clarity and a personal approach that cuts through the noise to the heart of what matters: your financial confidence.

A Bright Future Awaits

427 Bedford Road, Suite 310
Pleasantville, NY 10570
Phone: 914-747-5575
Email: info@clearpathpw.com
1421 Tidal Mill Place
Daniel Island, SC 29492
Phone: 843-891-5575
Email: info@clearpathpw.com