Portfolio Construction & Reporting
Our unique approach to portfolio construction sets us apart in an industry populated with proprietary products and outdated brokerage models.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:
- Live, Daily Market Updates
- Multiple Viewing Options
- Access to Historical Portfolio Returns
- Complete Customization