CLERESTORY ADVISORS, INC

Overview

Clerestory Advisors, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm uses a fixed-fee model and emphasizes public funds—primarily mutual funds—when constructing client portfolios. Clerestory identifies as an active ESG investor, which suggests environmental, social and governance factors are integrated into manager selection and fund choices. The firm does not operate as a capital allocator; its model centers on discretionary portfolio management rather than sponsoring or operating pooled vehicles. Service activity is concentrated on individualized planning and hands-on portfolio oversight. The client base is primarily individual and family households, with the firm handling a relatively small, concentrated book of relationships. Custody and execution are centralized through a single major custodian, which supports a straightforward operational structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices