We work with a network of affiliated financial partners who offer specialized products which traditionally have been available only to large corporations. At the merge point of capital market financing and insurance, we apply specialized tools to provide maximum leverage for reducing acquisition costs of transactions. In addition to our experience in consulting with high net worth individuals, banks and mid-size companies, we have a network of strategic partners who provide unique financial solutions to this specialized market:

Independent Investment Advisory Services — Through Lion Street Advisors, LLC., Clearpoint provides independent investment advisory services to qualified retirement plans and individualized portfolio management.

Health and Welfare Plan Consulting — Clearpoint maintains strategic relationships with national firms providing consulting, claims administration, and unique strategies to enhance cost containment and employee satisfaction.

Specialized Risk Management and Institutional Insurance Brokerage — Clearpoint provides specialized pricing, risk management tools, and enhanced solutions for executive benefit and high net worth clients on a national level.

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