Why Choose Cleary Gull?

Investors often look for investment returns, disciplined approach, experience or even independent advice.  Although these qualities are important, Cleary Gull focuses on providing a relationship based on trust.  Trust that we do what we say we will do.  Trust in that we have demonstrated our skills and ability to do the job.  Trust that we treat our clients like we treat our family and friends.

Additionally, the historical strength of our firm has been our ability to pick money managers to fit a client's investment objectives.  Our roots are in research.  We use rigorous methods to analyze fund managers and individual money managers - methods that have proven to be effective over time.  But our research goes beyond crunching numbers.  Our collective experience, over time and over many functional specialties, gives us the ability to apply judgment in picking investments.

Cleary Gull's experienced professionals go behind the numbers to learn what motivates money managers, to understand how they manage money as well as how they manage risk.  We understand money management organizations, their environments, and the character of the managers they foster.

What Sets Us Apart?

• Our integrity:  We place the highest priority on maintaining our reputation for integrity and professionalism. We do not have an array of in-house products that we try to sell to our clients, we deliver unique solutions for every client.

• Our ability to offer customized solutions:  Because we do our own research, we can do a better job of designing an investment plan that addresses each client's unique goals.  Our portfolio managers can literally walk down the hall to consult with our research staff to find funds or managers that fit a client's needs.

• Our experience:  Our managers bring extensive experience from work in a variety of diverse areas.  We have established and run mutual funds, managed retirement plans, sat on foundation and endowment boards and been entrepreneurs.  The breadth and depth of our experience gives us a better understanding of the real-world problems facing our clients.

• Our size:  We are large enough to get the attention of money managers and to negotiate better fees for our clients.  But we are small enough to be nimble, to take positions in funds and take advantage of market opportunities that the big boys cannot touch.
  
  
• Our accessibility:  Our clients have ready access to everyone in the firm, from portfolio managers and research staff to our top management and senior advisors.