Clio Asset Management offers discretionary investment management services to advisory Clients, including high net worth individuals, family offices, and endowments & foundations. 

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The Firm generally employs a concentrated, long-only value investment strategy in the common equities of exceptional businesses. 

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Clio's Form CRS can be found here: Form CRS

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Clio's Form N-PX can be found here: Form N-PX

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Additional information can be found at https://www.adviserinfo.sec.gov/