We are a boutique investment and wealth management firm helping clients build lasting value.

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Welcome to Clarendon Private.


Clarendon Private is a Boston–based investment and wealth management firm designed to serve individuals, families, endowments and foundations. At Clarendon Private, we deliver the personal touch of a boutique private bank coupled with the resources and expertise of a comprehensive investment management firm. Our integrated approach to wealth management is tailored to support the individual needs of each client. Our team of experienced financial professionals prioritizes trust and transparency as a centerpiece of Clarendon Private’s offering.

Clarendon Private’s culture puts the client at the center of every decision we make. Our commitment is to listen, learn and understand our client’s needs. We emphasize the importance of delivering integrated solutions, not products.

Our approach to portfolio construction is informed by a customized financial plan that drives asset allocation and risk management decisions to meet the unique goals and objectives of each client. Clarendon Private’s investment team seeks to capitalize on opportunities across asset classes and around the globe to deliver strong risk-adjusted returns over the long term.

Clarendon Private is a wholly-owned subsidiary of Brookline Bancorp, Inc., a NASDAQ-listed publicly traded company (BRKL).

 

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