A complete list of active advisors currently associated with ClearPath Investment, LLC

Warmer can help you find a great advisor at ClearPath Investment, LLC or one who fits your needs even better.

ClearPath Investment, LLC provides discretionary asset management services intended for advisory accounts and pooled or institutional arrangements rather than a large retail client base; the firm currently operates with a single advisory professional and reports no individual client accounts. Services include portfolio construction, asset allocation, trade execution, and monitoring, and clients may impose written restrictions on investing in particular securities or types of securities. The firm’s investment process combines fundamental and technical analysis with Modern Portfolio Theory and may include options strategies, with account reviews performed at least quarterly by its compliance officer. ClearPath routinely acts with full discretionary authority and may subscribe client accounts to model portfolios available through its custodial platform to implement investment strategies. What is distinctive about ClearPath relative to many peers is its explicit practice of selecting and appointing sub‑advisors to manage all or portions of client assets — including the authority to hire, terminate, and have those sub‑advisors execute trades without prior client consent — and its disclosure that sub‑advisor fees are included within the firm’s stated advisory fee. The firm also does not vote client proxies, leaving proxy voting to clients unless assistance is requested.

To learn more about the advisors currently working at ClearPath Investment, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.