About

Clio is fortunate to serve an incredible client base of sophisticated, high-net worth individuals, family offices, and foundations who seek the long-term, tax-efficient preservation and growth of their assets. Our strategy is unconstrained from a geographic, market capitalization, sector and benchmark perspective.

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Our primary investment offering is the Clio Core Portfolio

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The Core Portfolio strives for Simplicity and Alignment through:

• A long-term, low-turnover, high conviction investment portfolio of 8-12 deeply researched publicly traded stocks

• A separate account model where clients retain ownership over their own assets

• A simple fee structure which declines over the length of a client relationship

• A commitment to invest the substantial majority of our own investable assets alongside clients