Clutch Capital Management, LLC

Marc Segelnick is a financial advisor at Clutch Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bseed Investment Group from 2018 to 2021. Segelnick has been with Clutch Capital Management since 2013. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, reporting, and basic financial planning. The firm uses a top-down investment approach with an emphasis on diversification and risk management, and it accepts client-imposed investment restrictions.

Boris Khaim is a financial advisor at Clutch Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clutch Capital Management since 2010. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, and financial planning services. The firm’s investment approach emphasizes top-down market analysis, industry and company selection, diversification, and risk management, with the use of derivatives and periodic account reviews.

Ronald Benevento is a financial advisor at Clutch Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Clutch Capital since 2016. Prior to that, he was unemployed for one year. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, reporting, and basic financial planning on both discretionary and non-discretionary bases. The firm uses a top-down investment approach focused on global and domestic market analysis, with diversification and risk-management strategies, including derivatives trading, to preserve capital.

Ariel Serber is a financial advisor at Clutch Capital Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Axa Advisors, LLC. In addition to his role at Clutch Capital, he serves as Director of Client Relationships at Lions Assurance Financial, a business consulting firm focused on benefits and continuity planning. Clutch Capital Management serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, asset allocation, trading, and financial planning tailored to clients’ risk tolerance and investment goals. The firm emphasizes a top-down investment process with diversification and risk management, and it is notable for accepting commissions on annuities and life insurance as well as managing performance-based fee accounts.