intelligent investment management

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Portfolios & Funds

Discover our range of investment opportunities

We are an investment management company that believes in offering something different, and better.

 

Our philosophy is to question the normal way of doing things, we think  there are some fundamental weaknesses in the typical investment management process provided by many other institutions.

 

We turn the accepted wisdom on its head, and instead approach investments by putting client needs above all else.

Find out why we are different from the rest

Documents & Data

Different Approach

View or download our brochures and information

As the name implies, at Clear CM we believe in total transparency.

 

As a result we make available all the data that drives our decision making, as well as providing brochures, fact sheets, regulatory due diligence documents and any other information that we feel you will find useful.

Through our understanding of the financial planning process allied to our in-house investment expertise - combined with that of our investment partners – we identify the challenges faced and create solutions.

 

Our aim is to work with like-minded investment professionals and provide a bridge to the financial planning community. So, together, we better serve client needs.

 

Clear CM operates a range of model investment portfolios on a number of investment platforms.

 

We follow a multi asset style of investment which can be expressed either as an absolute return target (% in excess of cash) or a return measured against a suitable benchmark.

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With our origins within the financial planning community Clear Capital Management LLP (Clear CM) intends to appeal directly to the professional adviser with a range of services and funds designed to precisely dovetail with the tailored financial plan an adviser puts in place for their clients. We do not subscribe to the notion that an investment manager should be free to design a strategy in isolation of how that it is to applied in the real world. Too many times, advisers are being asked to fit a square peg into a round hole.

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