Clear Trace, LLC

Overview

Clear Trace, LLC is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as an owner-managed practice and runs fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Investment activity is concentrated in listed equities and exchange-traded vehicles; the firm manages portfolios on a discretionary basis and shows a clear preference for equity exposures rather than fixed income or alternative fund allocations. Clear Trace does not identify as an active ESG investor, nor does it present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices