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Clearwater Advisors is a registered investment advisor specializing in transparent fixed income management for institutional investors. Founded in 2001 and headquartered in Boise, Idaho, the firm manages over $4.8 billion in assets under management. Clearwater Advisors serves corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions, and corporate pension plans.

Clearwater Advisors and Clearwater Analytics (NYSE: CWAN) are separate, independent companies. While both were co-founded by the same individuals in 2001, they split into distinct entities. Clearwater Advisors is an investment management firm that manages fixed income portfolios for institutional investors. Clearwater Analytics is a financial technology company that provides investment accounting and reporting software. Clearwater Advisors maintains a valued partnership with Clearwater Analytics for portfolio reporting services.

Clearwater Advisors serves a diverse range of institutional clients including corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions, and corporate pension plans. The firm specializes in separately managed accounts and tailors each investment strategy to meet clients' individual portfolio objectives and liquidity requirements.

You can reach Clearwater Advisors by phone at (208) 433-1222, by email at Info@clearwateradvisors.com, or by visiting our office at 101 S. Capitol Blvd. Suite 1201, Boise, ID 83702. You can also submit the contact form on this page and we will typically respond within one business day.