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Cliffwater LLC is an equity owner in New Market Wealth Management. In addition, Cliffwater has entered into a strategic partnership with our firm and as part of that arrangement, provides us with its extensive research and expertise.

As a preeminent investment advisory firm that provides institutional consulting and research with a specialty in complementary, alternative investments, Cliffwater has a team of approximately 45 professionals and advises on approximately $65 billion in client assets. Cliffwater has been retained by some of the largest endowments and pension plans to provide guidance on asset allocation and portfolio construction, manager selection and monitoring, and in-depth research on investments, asset classes and the capital markets. New Market Wealth Management will have access to Cliffwater’s extensive research, sophisticated institutional-quality portfolio advice, top-tier managers and exhaustive manager due diligence.

Cliffwater and New Market Wealth Management share a set of core beliefs and values. Both firms value knowledge and research as the fundamental building block of successful investing. And each embraces the benefits of adding complementary, non-traditional investments to portfolios with the goal of reducing volatility over time without sacrificing returns.

Through our strategic partnership with Cliffwater, we have access to:

  • Investment insights from Cliffwater’s deep and experienced staff
  • Research on a wide variety of complementary (alternative) strategies
  • Investment due diligence conducted by over 30 Cliffwater investment professionals
  • Top-tier managers
  • Innovative asset allocation modeling & oversight