About the Company

Learn About Clearwater Advisors

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Clearwater Advisors

We are management

Clearwater Advisors was founded by treasury and investment professionals who understand treasury needs and who have a unique perspective and understanding of risk. We combine innovative, tailored investment management with complete portfolio transparency. Launched in 2001 and headquartered in Boise, Idaho, Clearwater Advisors helps clients manage over $3 billion while providing an industry-leading level of exceptional service and manager access.

Client Target

Target for future clients 

Clearwater specializes in fixed income investing for separately managed accounts. Clearwater’s goal is to help clients achieve their portfolio objectives while meeting portfolio liquidity requirements. Since each client has unique needs, the firm tailors each strategy to help clients accomplish their individual goals.

Clearwater constructs investment strategies that meet the client’s portfolio risk and return objectives. The firm strives to maximize returns through time-tested investment management processes that include constant relative value analysis, careful security selection, and efficient trade execution.

Clearwater’s clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans.

Client Sampling

Clients we serve 

Clearwater Advisors has only included those clients who provided authorization to list their name and logo. It is not known whether the listed clients approve or disapprove of Clearwater Advisors or the advisory services provided.

Our History

From the Beginning to Now

Clearwater was founded in 2001 by treasury and investment professionals focused on innovative fixed income investment management solutions. Members of the Clearwater portfolio management team have been managing institutional portfolios since 1995, with risk management careers dating back to the early 1980s. Throughout their careers Clearwater’s principals have developed and used innovative technology solutions for portfolio management. Among the tools developed by the Clearwater team is Clearwater Analytics, a web-based portfolio reporting software designed to offer clients daily account transparency, including daily compliance, risk, accounting, and performance reports.