Clearwater Management Co. (CMC) manages investments for the Clearwater Investment Trust and its funds, as well as private investment funds. CMC oversees sub-advisers for the Clearwater Investment Trust funds. For private funds, CMC selects and oversees investments, often in pooled investment vehicles. CMC does not directly manage investments for individual investors.
Assets Under Management$4.1B
Clients13
AdvisorsN/A
Avg. per Client$320M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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