Clinton Wealth Management

EST. AUM
$200,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Oklahoma City
CRD Number 271041
Website clintonwealthmanagement.com
Client types

Overview

The investment philosophy is informed by the results of decades of Nobel Prize-winning research in capital markets and financial economics conducted by legendary academic scholars. The investment structures put together for clients are tailored to incorporate the personal risk and return preferences of each client while adhering to the following investment principles: Markets are Efficient – the firm believes that capital markets quickly incorporate all available information into the price of securities being actively traded on that market and that the efforts of managers to time-the-market or to otherwise capture outsized returns by outguessing the market are futile. Risk and Return are locked together – the firm believes that over a sufficient window of time, the markets reward risks taken by the investor; but, that only a few investment dimensions (size, value and profitability) have been consistently rewarded over and above what the overall market provides. Simply put, if one does

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Clinton Wealth Management

Platform Details

Investment Preferences

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Address

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