Clarity Asset Management, Inc.
Overview
Clarity Asset Management, Inc. is a fee-only financial planning and asset management firm based in Ames, Iowa. Founded in 1998, the firm is dedicated to providing objective financial advice free from conflicts of interest. Their team focuses on developing customized financial plans that prioritize clients' goals, helping them achieve financial independence and peace of mind. The firm offers a comprehensive range of services, including retirement planning, investment management, and estate planning. Their experienced team harnesses the Tri-Lateral Pillars of Financial Health to manage assets in accordance with clients' risk tolerance and life objectives, ultimately fostering financial security for families and communities. Clarity Asset Management serves a diverse clientele, including individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations. Many of their clients include Iowa State University faculty, small business owners, widows, and medical professionals. The firm's commitment to building strong client relationships and providing objective financial advice has established it as a trusted advisor in the Ames community and beyond.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Clarity Asset Management, Inc.
What sectors does Clarity Asset Management, Inc. invest in?
Clarity Asset Management, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Ames, United States. Clarity Asset Management, Inc. is listed as a other in the ConnectSafely investor database.
What stage does Clarity Asset Management, Inc. invest at?
Clarity Asset Management, Inc. backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Clarity Asset Management, Inc. invest in?
Clarity Asset Management, Inc. invests across United States.
Who are the partners at Clarity Asset Management, Inc.?
Team members listed for Clarity Asset Management, Inc. include Nevin Conlon (Chief Operating Officer) and Steve Larson (Chief Investment Officer).
What companies has Clarity Asset Management, Inc. invested in?
Clarity Asset Management, Inc.'s portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Clarity Asset Management, Inc.?
Clarity Asset Management, Inc.'s contact details — including phone — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
