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Philosophy
At Claret Asset Management, we believe that every investment portfolio should respond to the unique needs of the investor it was created to serve.
Throughout the years, we have developed an expertise in managing investment portfolios specifically designed for high net worth clients. Our philosophy is to maximize long term, after tax returns, given our clients’ constraints, while ensuring each of our clients’ peace of mind in the short term.
Research
The research effort at Claret is in-house, independent and divided into two complimentary fields of expertise: fundamental analysis and quantitative analysis.
Mandates
All our accounts are discretionarily managed. Depending on the client’s risk profile and investment objectives, we establish a specific mandate for every account: income, balanced or growth.
most recent videos
For many people, the uncertainty is less about markets and more about how (and when) a comfortable retirement can begin.
Reviewing your income, taxes, and retirement savings, and feeling blindsided by what shows up on your tax slips?
Choosing which one makes sense for you depends on your capital, timeline and how involved you want to be.
most recent articles
The most common critique of diversification tends to surface at the worst possible time. During a broad market selloff, an investor with holdings spread across
If you’re an entrepreneur thinking about selling your business, the first question that often comes to mind is: “How much is my company worth today?”
Most business owners spend years building their holding company, reinvesting profits, growing a portfolio, and watching value compound. Few pause to ask a fundamental question:
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