Mission Statement

Klaren Capital’s mission is to provide an unique blend of asset and wealth management with a fundamental focus on the discretionary management of clients’ portfolios. The Group focuses on absolute return in client portfolios and seeks to bridge the gap between the differing types of asset management available to the ultra-high net worth and the high net worth markets.


Business Segments

Our products and services are suitable for a very diverse set of clients within the Retail and Institutional segments of the market. We encourage you to explore our website or give us a call today to find out if we may be a good fit for your particular needs.


Differentiating Factors

The Group’s focus is on discretionary asset management for the mass-affluent and high net worth markets, as well as corporate retirement plans. Our approach is fairly unique in the sense that we have vertically integrated both the asset and wealth management functions for clients. As a matter of fact, Cerulli Associates has stated that only approximately 1.2% of all advisors/brokers are categorized as “Asset Managers," which implies that we focus primarily on research and trading. Our team approach allows for the necessary division of labor required to efficiently manage client relationships, research, trading, and marketing activities simultaneously. Our focus on discretionary trading allows us to take advantage of market opportunities in all clients’ accounts simultaneously within tight timeframes. This ultimately produces a more dynamic investment solution that is considerably more nimble than the traditional buy-and-hold strategies of yesteryear.


Why Work with Klaren Capital?

If you’re looking to add alternatives to your portfolio but want a more transparent separate account arrangement, then Klaren Capital may be a good fit for you. We have blended the best features of Hedge Funds, Separately Managed Accounts, and Dynamic Asset Allocation, with the simplicity of a UMA and offered it within a Wealth Management package to both retail and institutional clients alike. We focus our time and effort on applying quantitative financial solutions to enhance the effectiveness and efficiency of the management of clients’ assets. In a nutshell, our aim is to maximize returns while minimizing risk, and we accomplish this with ongoing quant research.