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.
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.