“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

Our Firm

The Clifton Group is a Minneapolis based registered investment advisor that has been delivering customized investment solutions to institutional investors for over 35 years.  We specialize in improving our clients’ portfolio performance through low-cost, derivative-based strategic investment applications.

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Our Team

Our investment principals have worked together for nearly 15 years and have assembled a talented group of 13 investment professionals focused on helping our clients achieve their goals.  Today, The Clifton Group is one of the leaders in derivative-based investment solutions for the institutional investment community.

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Our Philosophy

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 efficient asset allocation.  Clifton’s programs are applied to both our overlay-only and core portfolios.

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