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:

Carnegie Investment Counselors
Carnegie provides Clearpoint’s clients independent investment advisory services and individualized portfolio management.

One Digital
Assists owners and human resource professionals of mid-sized companies in the delivery system of health and welfare benefit programs, often acting as an offsite HR department.

Van Bridge / Universal Insurance Services
Provides specialized risk management, wholesale insurance brokerage, and executive benefits on a national level.

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