We will never have the hubris to believe we can predict global financial markets, but that is not our goal. Our goal is to make educated predictions based on the most complete data available to us, with a clear indication of our confidence level in that prediction. Our mission is to help our clients build the most cost-effective and risk-aware portfolio, planning carefully for the most likely outcomes in order to meet their desired goal. That requires a lot of research, effort and a bit of humility. Thankfully, it does not require a crystal ball.

Robert Holton is responsible for client relationship development and client service in Cleary Gull’s Wealth Management Group. He advises individuals, closely held business owners and organizations on effective and risk-sensitive financial management of their assets. As a focused advisor to his clients, he understands the unique complexities inherent in wealth management, business ownership and succession planning issues.

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