CleverInvesting LLC

CleverInvesting LLC provides discretionary portfolio management to individual and high‑net‑worth clients, managing concentrated equity and fixed‑income portfolios and tailoring accounts to each client’s risk tolerance and investment objectives. The firm’s brochure states it may invest across securities including common and preferred stock, bonds, mortgage‑backed securities, warrants, and options.

The adviser describes a fundamentals‑based, long‑term value approach that generally concentrates positions and holds them for extended periods, and it gathers timeline, liquidity needs, and restrictions before accepting a client. The brochure also notes the use of option strategies—specifically selling cash‑secured put options—and the potential use of margin, and it commits to periodic reviews and annual written reports that describe portfolio performance.

Compared with many solo independent advisers, CleverInvesting’s ADV and brochure disclose a running history of assets under management across multiple years and commit to reporting performance in client materials, and the firm documents the use of derivatives in client accounts. The firm is also notable for its very small client roster and modest AUM alongside a reported significant non‑U.S. client presence, a combination that is uncommon among peers.