Investing to fund the future you desire is less about chasing the latest trend or the highest returns and more about building a disciplined strategy that stands the test of time. At Clerestory Advisors, we design investment portfolios that reflect your goals, risk tolerance, and time horizon—giving you a plan that. Our approach balances opportunity with prudence, helping you capture long-term growth while protecting against unnecessary risk.
By integrating your portfolio into your wealth’s bigger picture, we account for important variables that impact your investment strategy over time—taxes, cash flow needs, your timeline to retirement, and legacy plan (to name a few). The result is an investment strategy that not only works on paper, but also supports the life you want to live, today and in the future.
Together, We’ll Focus On
Designing a portfolio that reflects your goals, time horizon, and tolerance for risk
Diversifying across asset classes to balance growth opportunity with portfolio protection
Building tax-efficient investment strategies that help maximize after-tax returns by minimizing tax drag
Positioning your portfolio to generate reliable income in retirement
Staying disciplined through market ups and downs with a long-term perspective
Rebalancing and adjusting your allocation as your goals and circumstances evolve
Evaluating concentrated stock positions and creating strategies to manage risk
Coordinating your investments with your broader financial plan for a cohesive strategy
Frequently Asked Questions
We don’t chase trends or try to time the market. Instead, we build disciplined, diversified portfolios designed around your goals, risk tolerance, and time horizon. Doing so enables us to maintain a long-term focus, leveraging data-driven, historical insights combined with your unique risk factors and needs.
Yes. We believe investments should serve your life—not the other way around. Taking a comprehensive approach to managing your wealth, we integrate your portfolio with tax planning, retirement income needs, cash flow, and estate plan considerations.
Yes, we certainly do consider taxes as part of the investment management process. In fact, tax efficiency is an integral component of investment management. We focus on minimizing tax drag, placing assets strategically across accounts, and planning for withdrawals in ways that maximize our clients’ after-tax returns.
Our philosophy is to stay disciplined through market ups and downs as we help our clients avoid impulsive or short-sighted movements that could lead to long-term losses. While we monitor conditions closely, we avoid reactive decision-making and instead focus on your long-term plan, making adjustments only when they serve your goals.
Yes. If you hold a significant amount of one company’s stock, we create strategies to gradually diversify, manage risk, and reduce potential tax implications without disrupting your broader goals.