Clearwater Capital offer expert consultation services to assist successful families, individuals, and charitable organizations in better managing their financial affairs.

Consultation may be on a regular or infrequent basis and is highly adaptable to the specific areas where you wish to acquire trusted guidance, including:

• Investment portfolio review and recommendations
• Provision of investment ideas
• Independent investment research
• SMSF reviews
• Risk management strategies
• Investment due diligence
• Assistance with investment policy
• Family entity financial affairs
• Portfolio measures and benchmarking
• Risk management strategies
• Service provider selection
• Investment committee services

All opinions and assistance provided are general in nature and should not be considered personal advice.  We do not provide tax or legal advice.

Some services are provided in partnership with Investment Strategist