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News and Information 


“Shifting the Investment Paradigm” article was published in Investments & Wealth Monitor, Nov/Dec 2011 edition  - View the article written by Senior Portfolio Manager, Tom Lee, CFA


Tom Lee, CFA, Senior Portfolio Manager & Principal at Clifton was quoted in an article in Nonprofit News.  Read more in the article:  Hybrid Equity Strategies Generating Interest As Institutions Look To Increase Downside Protection


Clifton's response to the downgrade of U.S. sovereign debt

“The Benefits of Rebalancing in High-Volatility Environments” article was published in The Journal of Index Investing, Summer 2011 edition - View the article written by Portfolio Manager, Alex Zweber, CFA


The Clifton Group Names Andrew Spellar Portfolio Manager of Risk Parity Strategies - Read more in the Press Release

 
Welcome to The Clifton Group

The Clifton Group is a service provider and registered investment advisor that has been delivering customized investment solutions to institutional investors for over 38 years.  The firm specializes in improving efficiency and returns while reducing performance risk through low-cost, derivative-based investment applications.  


Our Firm   Our Team   Our Solutions

Deeply focused front, middle, and back office dedicated to meet our clients' needs.  Clifton has developed resources to compile, trade, and report synthetic positions and how they effect the overall portfolio. 

Clifton's nimble and client-focused culture provides truly customized solutions for institutional investors of all types.

 

The Senior Portfolio Management team has an average of 24 years of industry experience, and have assembled a talented group of investment professionals, IT staff, accounting, and others who are focused on helping our clients achieve their goals.

Clifton is a recognized leader in derivative-based investment solutions for the institutional investment community.

 

We believe that the prudent use of futures, swaps, and options can both enhance investment returns and control risk.  Our investment strategies embody three common themes: return enhancement, risk management, and efficiency.

Our products fall into three main categories: Overlay Solutions,   Options-Based Solutions, and Enhanced Indexing Strategies.











 


3600 Minnesota Drive, Suite 325 Minneapolis, MN 55435
800-328-5009 / 612-870-8800
Past Performance is not indicative of future results.  There is a risk of loss.  The information provided is general information and does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.  We encourage you to consult with your legal and tax advisors regarding possible legal and tax issues.



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