Clearwater Advisors specializes in fixed income investing for institutions, governments, and family offices. Clearwater constructs investment strategies that meet the client's portfolio risk and return objectives. The firm strives to maximize returns through time-tested investment management processes that include constant relative value analysis, careful security selection, and efficient trade execution. Clearwater also provides a small number of clients services relating to liquidity and counterparty analysis.
Fee Structure
Clearwater Advisors' fee for managing your investments is a percentage of the value of your portfolio. The fee is negotiable and typically ranges from 0.1% to 0.40% per year. Clearwater also receives a fixed fee from a small number of clients for services relating to liquidity and counterparty analysis.