Falcon Capital Management Inc

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530 Danbury Rd
Wilton, CT 06897
+1 (203) 834-1404
https://www.falconcap.com

Clear Harbor Asset Management Inc., located in Wilton, CT, specializes in investment advisory services guided by sound investment fundamentals and a well-defined process. Led by portfolio manager Robert Dalldorf, the firm emphasizes a top-down asset allocation strategy tailored to client objectives, focusing on long-term growth and stability.

The company employs a portfolio strategy that enhances returns by tilting investments toward identified stock characteristics, utilizing a combination of beta strategies and factor strategies to create a diversified and tax-efficient portfolio. Clear Harbor's approach is built on a solid foundation of client goals, ensuring that investment policies evolve due to significant client events rather than market fluctuations.

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