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Portfolio Construction & Reporting

Portfolio Construction

Our unique approach to portfolio construction sets us apart in an industry populated with proprietary products and outdated brokerage models.  We tailor investment portfolios through a core and satellite approach that provides our clients with inexpensive index exposure complemented by best-in-breed active management. Active investment managers are sourced through our open-architecture platform, where our Investment Policy Committee researches and thoroughly evaluates each firm and strategy. 

  • Global Investment Reach
  • Liquid, Cost-Effective Investments
  • Full Transparency 
  • Thematic Portfolio Tilts
  • Long Tenured, Proven Investment Managers
  • Tax Efficiency


Clarfeld offers some of the most innovative and modern performance reporting in the industry. The firm has made a considerable investment in its investment technology platform, offering clients an online portal for daily performance review across multiple custodians in a concise and interactive format.

Performance can be viewed in numerous configurations and aggregations including by account, asset class (and sub-classes), tax status, and custodian. The portal encompasses many interactive features including:

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  • Live, Daily Market Updates 
  • Multiple Viewing Options 
  • Access to Historical Portfolio Returns 
  • Complete Customization