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DALLAS, Sept. 11, 2018 (GLOBE NEWSWIRE) -- Clare Market Investments, LLC, a Dallas-based Registered Investment Advisor, today announced that Alan Haworth of University Park, TX has joined the firm as a Director and Investment Advisor Representative (IAR). Alan brings his team of Robin Lott, also joining as an IAR, and operations and client service assistant Priya Intwala. Alan and team are committed to helping clients with wealth management and capital preservation.
With 21 years of cumulative experience investing for high net worth individuals, their focus is on risk-adjusted returns and mitigation of risk, especially during times of market volatility. Alan and Robin are active members of the Park Cities and Greater Dallas communities.
“There were several reasons that we chose to join Clare Market Investments,” said Haworth. “The firm’s commitment to employing the latest and best technology was a major influence, but the quality of the personnel, their depth of character, and the firm’s commitment to being a proper fiduciary, providing a transparent, client-centric experience was also a significant factor.”
“We understand the immense amount of due diligence an advisor must make in order to change firms,” said Keith Rhodus, founder and managing member of Clare Market Investments. “We are flattered that Alan and his team chose to continue building their successful practice with us. Alan and Robin are bright advisors that bring unique and valuable skills sets to our firm.”
About Clare Market Investments, LLC
Clare Market Investments, LLC is a registered investment advisor and financial planning firm that provides innovative investment management and planning solutions to select clientele. Clare Market Investments manages assets for affluent families and provides investment management, financial planning, and multi-generational trust and philanthropic planning services.
Client Service and Operations Manager
Clare Market Investments, LLC