Cleverinvesting LLC

Overview

Cleverinvesting LLC is a small, fee-based registered investment adviser that manages concentrated portfolios for individuals and family clients. The firm focuses on equity-driven strategies, using exchange-traded instruments as the backbone of client accounts while supplementing exposure with mutual funds and select alternative allocations. Advisory services are delivered on a discretionary basis, with portfolio management geared toward individual and small-business clients rather than institutional or pension mandates. The firm’s chosen fee model is a percentage of assets under management, aligning its economics with portfolio growth. Cleverinvesting LLC’s operating stance suggests active equity allocation with a modest use of third-party funds for diversification. Given the modest scale of assets, the manager appears to favor liquid, low-friction instruments (ETFs and traded equities) for core exposure, adding hedge fund and real estate allocations where clients’ objectives and minimums permit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices