A Private Investment Partnership
Clover Capital, Ltd. is a private investment partnership. Value and commitment are the themes around which all of our strategies revolve.
Estate Management
Active estate management is essential to achieving our clients’ objectives. We aggregate comprehensive client and financial information to diagnose the current market. This provides a base for us to address our evolving goals, with a focus on tax efficiency.
Emotional Clarity
We provide peace of mind by navigating the sensitivities and complexities of generational wealth planning and preservation
Financial Clarity
Our proactive review process measures the success of the clients plan by the level at which we are progressing towards our evolving objectives
Organizational Clarity
We strive for efficiency, transparency and flexibility to ensure structural alpha is achieved
Asset Allocation
Clover Capital invests globally with best in breed, third party managers across all asset classes, to generate compelling after fee, after tax returns.
Our clients are long term investors. We opportunistically allocate capital to strategies and asset classes that offer the most compelling margins of safety and the greatest return potential.
Analysis
We develop a comprehensive understanding our our client's balance sheet. From there we create an asset allocation and develop a portfolio designed to meet specific investment goals
Portfolio Construction
We build a portfolio based on our client's time horizon, risk tolerance, and liquidity needs that will generate the highest after tax, after fee return within those guidelines
Monitoring and Benchmarking
Once capital is allocated, we continuously monitor the investments and benchmark against the appropriate indices to determine if and when adjustments to the portfolio are necessary
Tax & Accounting
Tax Preparation
Compile documentation from all investments for related entities and individuals.
Robust Partnership accounting
Clover clients often invest through a variety of complex partnerships. Clover accurately allocates investment profits and losses, as well as capital gains and income, among partners.
Compliance and Optimization
Evaluate ever-changing legislation in the interest of exhibiting best practices whilst optimizing our strategy for tax efficiency and estate planning purposes
Portfolio Reporting Services
Customization
Highly customizable reports that are tailored to our client's needs
Transparency
Clover provides transparency and instant access to information such as portfolio holdings, values and activity
Aggregation
Consolidated reporting and benchmarking for all investments, including all assets held by custodians and institutional partners
Accountability
Benchmarking and indexing of each investment as well as the portfolio as a whole
Banking, Lending & Cash Management
Banking, Liquidity Management & Lending
Manage banking relationships and negotiate competitive fees
Detailed cashflow, forecasting and management for all individuals and entities
Advise and assist in obtaining loans when advantageous
Administration
Coordinate Trust Distributions
Communicate with trustees on behalf of our clients and facilitate distributions
Money Movement
Execute Capital Calls, transfers and Outgoing Wires
Record Keeping
Fill out subscription agreements, create legal entities, and maintain detailed records.
Our Team
Founder
Michael Frank
Michael is the Chairman of the board of directors of Clover Capital Ltd., a private investment company he founded in 1998.
President
Aaron Frank
Aaron is the President of Clover Capital Ltd, with an active role in the growth and future direction of the businesses.