Financial Advisors
Clinton Investment Management is an innovative and supportive partner that understands the distinct needs of an advisor's practice. We offer a range of clearly defined, municipal fixed income investment strategies to help satisfy client needs, and an array of services designed to help you support your clients and build your businesses.
For example: Quarterly performance reviews and strategy review calls. Business development support, including customized analytics and proposals. And the availability of strategy specialists and portfolio managers for client calls and meetings.
Behind it all is a team devoted exclusively to advisory relationships which can deliver a tailored service approach to meet your needs.
Relationship Management
Andrew Clinton
President,
Senior Portfolio Manager
David Karpa, CFA
Director of Investor Relations/Client Portfolio Manager
Mark Sullivan
Regional Director
Contact Us
Phone: (203)276-6246
Please use our Contact Us Form to have someone contact you directly.
