If there was one word that sets our service apart it would be insight.
Not the insight that comes from sitting in front of a computer and reading other analysts’ graphs… insight that’s earned by hitting the road and eyeballing fund managers, investment houses, analysts, economists and global thought leaders to assess investment opportunities in person.
When we recommend a Polish port, we’ve flown to Gdansk and stood on the dock as the ships unload. If we write a report on Australian water assets, we’ve flown to the outback to meet its users (and have the dirt in our boots to prove it).
The insight gained is at the heart of the value we offer at Cleary Wealth Management, and we believe it’s why our individual, family, and indigenous clients choose to trust us with their investments.