Assets Under Management
$4.5B
Number of Clients
33
Number of Advisors
7
Average Client AUM
$137.1M
AUM per Advisor
$646.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Clearwater specializes in fixed income investing for separately managed accounts. Clients include corporate cash portfolios, governments, insurance companies, endowments, family offices, and pension plans. They tailor strategies to meet client's risk and return objectives, using a top-down, relative value approach.
101 S. Capitol Blvd, Suite 1201, Boise, ID, 83702