What We Do

We believe that every relationship is different and our goal is to work together in a way that meets your needs. At Clearfront, we focus on what we do best – help manage your investments and keep you on track.

Investment Management

We customize portfolios based on your individual goals, risk tolerance and cash flow needs. Our focus is not about beating a benchmark but making sure that your investments are capable of bringing you closer to your goals.

  • Asset allocation
  • Rebalancing
  • Tax efficiency
  • Risk management
  • Tax loss harvesting

Wealth Management

It’s difficult to know where you’re going without a roadmap. At Clearfront, financial planning is goal tracking, a way to evaluate progress and determine when course correction is necessary.

  • Retirement planning
  • Education planning
  • Asset management and allocation advice on 401(k)s
  • Asset aggregation technology
  • Coordination with existing attorney and CPA
  • Estate planning
  • Life/health/disability insurance 
  • Workplace benefits and deferred compensation review
  • Charitable giving
  • Stock option planning analysis

Corporate Retirement Plans

Whether you’re a startup or an established firm, designing and selecting the most advantageous retirement plan services, for you and your employees, is a complex process. We navigate the multitude of options to create a customized retirement plan that suits your company’s needs.

  • Evaluation of current retirement plan/plan design services
  • Coordination with third party administrators
  • Investment sourcing and allocation
  • Enrollment and ongoing education for plan participants

Donor-Advised Funds

A donor-advised fund, or DAF, is an charitable investment account that provides a simple way to manage one's philanthropic giving. The money contributed to a DAF becomes an irrevocable transfer to a public charity responsible for administering the funds on the donor's behalf.  As a grant advisor, the donor can then direct grants from the DAF to other public charities and provide additional benefits:

  • On the date of contribution, the donor receives an income tax deduction equal to the shares’ fair market value.
  • Once contributed, the shares can be sold without incurring capital gains tax
  • DAFs are typically easier and less expensive to establish and maintain than other concentrated stock strategies.
  • The donor may have the funds professionally managed by his or her financial advisor.
  • Successor grant advisors can be named to the DAF to continue recommending grants after the donor passes away.