Institutional Advisory Services

Foster successful outcomes for your business, employees, foundation or endowment with the expertise of our team, under a true fiduciary standard.

The Clearwater
Capital Client

Our Institutional Advisory clients are visionary leaders who understand that sustainable success does not happen by chance. They value a partner who shares their dedication to achieving strategic objectives through collaborative relationships built on trust, transparency, and open communication.

For organizations, time is both scarce and invaluable. Advance mission-critical objectives by leveraging a powerful partner to unlock opportunities and enhance stakeholder outcomes.

Services

Elevate your organization with our innovative solutions, overcoming both long-standing obstacles and current challenges.

Qualified and Non Qualified Retirement Plan Services

Partner with a team of accredited retirement plan specialists who lead a fiduciary approach to the design, governance, and management of corporate retirement plans.

Qualified and Non Qualified Retirement Plan Services

Plan Governance Consulting & Fiduciary Assessments

Turning potential liabilities into opportunities through a comprehensive plan review enabling businesses to enhance their practices and mitigate risks.

Plan Governance Consulting & Fiduciary Assessments

Foundations & Endowments

Supporting organizations that drive change, Clearwater Capital guides you in the development of policy and the management of a robust investment strategy to propel your mission forward.

Foundations & Endowments

Employee Benefit Programs

Prioritize your company's most valuable asset—your employees. Clearwater Capital provides a comprehensive suite of capabilities aimed at optimizing your benefit offerings to attract and retain top talent.

Employee Benefit Programs

Employee Education & Financial Wellness

Resources your employees need to pursue their financial goals and achieve financial wellness.

Employee Education & Financial Wellness

Equity Incentive Strategies

Designing equity compensation plans that help you create an ownership culture.

Equity Incentive Strategies

Executive Wealth Services

Access to a Partner-led team, providing an exclusive wealth management platform tailored to your executives and senior leaders.

Executive Wealth Services

Business Succession Planning

Securing the future of your business through customized strategies for smooth transitions in leadership and ownership.

Business Succession Planning

Corporate Cash Management

Providing expertise in liquidity management strategies, helping companies maintain financial stability to achieve their business objectives.

Corporate Cash Management

Family Office Solutions

Access a la carte solutions for your Family Office including investment management, technology, and administration.

Family Office Solutions

Qualified and Non Qualified Retirement Plan Services

Partner with a team of accredited retirement plan specialists who lead a fiduciary approach to the design, governance, and management of corporate retirement plans.

Qualified and Non Qualified Retirement Plan Services

Plan Governance Consulting & Fiduciary Assessments

Turning potential liabilities into opportunities through a comprehensive plan review enabling businesses to enhance their practices and mitigate risks.

Plan Governance Consulting & Fiduciary Assessments

Foundations & Endowments

Supporting organizations that drive change, Clearwater Capital guides you in the development of policy and the management of a robust investment strategy to propel your mission forward.

Foundations & Endowments

Employee Benefit Programs

Employee Education & Financial Wellness

Resources your employees need to pursue their financial goals and achieve financial wellness.

Employee Education & Financial Wellness

Equity Incentive Strategies

Designing equity compensation plans that help you create an ownership culture.

Equity Incentive Strategies

Executive Wealth Services

Access to a Partner-led team, providing an exclusive wealth management platform tailored to your executives and senior leaders.

Executive Wealth Services

Business Succession Planning

Securing the future of your business through customized strategies for smooth transitions in leadership and ownership.

Business Succession Planning

Corporate Cash Management

Providing expertise in liquidity management strategies, helping companies maintain financial stability to achieve their business objectives.

Corporate Cash Management

Family Office Solutions

Access a la carte solutions for your Family Office including investment management, technology, and administration.

Family Office Solutions

Discover the power of a true fiduciary

“We know your organization’s mission is paramount. With the right
partner, decisions are streamlined, outcomes are elevated, and
you are free to focus on what you do best.”

Karie M. OConnor, CIMA®, CPFA®, AIFA®, QKA®
Director- Institutional Advisory Services

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