Clare Market Investments, LLC

Clare Market Investments, LLC is a registered investment advisor based in Texas, established in January 2012 by Keith A. Rhodus. The firm offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, and business clients, focusing on long-term investing with personalized financial and wealth planning. Clare Market constructs portfolios using internal investment strategies, unaffiliated money managers, individual equity and fixed income securities, and other investments. The firm may recommend redistributing investments, increasing sector weightings, or employing cash positions for risk management. Clare Market manages approximately $556 million in discretionary assets as of December 2024. Fees for investment management services range from 1.50% to 0.25%, billed monthly in advance. Financial planning services are offered at an hourly rate of up to $250 or on an annual retainer basis. The firm does not participate in performance-based fees or soft dollar programs. Clare Market does not accept custody of client assets and provides investment discretion, monitoring accounts regularly and conducting reviews at least annually. The firm has a Code of Ethics, ensuring fiduciary commitment and transparency. Clients are encouraged to review brokerage statements and have the right to limit the sharing of personal information. For more details, visit www.claremarket.com or contact (866) 659-1019.