Services, nec, nec, Investment advisory service, Financial consultant
Falcon Capital Management Inc
Clear Harbor Asset Management Inc., located in Wilton, CT, specializes in investment advisory services guided by sound investment fundamentals and a well-defined process. Led by portfolio manager Robert Dalldorf, the firm emphasizes a top-down asset allocation strategy tailored to client objectives, focusing on long-term growth and stability.
The company employs a portfolio strategy that enhances returns by tilting investments toward identified stock characteristics, utilizing a combination of beta strategies and factor strategies to create a diversified and tax-efficient portfolio. Clear Harbor's approach is built on a solid foundation of client goals, ensuring that investment policies evolve due to significant client events rather than market fluctuations. Generated from the website