A Step Ahead

Where We Came from

Our Namesake

Clare Market Investments draws its name and inspiration from the historic Clare Market in central London, a bustling hub for trade since the early 1600s, predating the London Stock Exchange. Known for its emphasis on reputation over marketing, it was a place where fair and honest trading flourished. Today, while the London School of Economics occupies its site, our ethos remains aligned with Clare Market's original spirit of integrity and transparency in trading.

What Services Do We Offer?

Investment Management

Navigating today's financial landscape can be daunting. At Clare Market Investments, our seasoned advisors provide expert guidance, a disciplined approach, and vigilant oversight, allowing you to focus on what truly matters in your life.

Investment Management

Financial Planning

Partnering with a CERTIFIED FINANCIAL PLANNER™ at Clare Market Investments means choosing top-tier competency, ethics, and professionalism. Our CFP® professionals prioritize your interests, ensuring your financial planning aligns with your best interests.

Financial Planning
Our Philosophy

Stray From The Herd

At Clare Market Investments, our guiding principle is the belief in the power of differentiation. To distinguish ourselves from the crowd, we embrace a unique approach in investment philosophy, driven by the conviction that following the masses seldom leads to extraordinary outcomes. 


Our strategy is not about opposition for the sake of it. Our decisions are firmly rooted in data analysis rather than a reflexive contrariness. This meticulous attention to data allows us to uncover valuable opportunities that might be overlooked or abandoned by the masses. In short, we are not afraid to stray from the herd because we are guided by insights and reasoning, not simply by the movements of the crowd.

- Benjamin Graham

"The investor's chief problem and even his worst enemy is likely to be himself."

News, Reports, & Commentary

25 Apr, 2024
Quarter One Overview As we close the books on the first quarter of 2024, Clare Market Investments is pleased to share some encouraging developments from the stock market. The first three months have witnessed significant gains across major U.S. stock indexes, continuing the momentum from late last year. Stellar Performance of S&P 500 Notably, the S&P 500 has had its best first quarter since 2019. It recorded a remarkable 10.16% increase, continuing a five-month winning streak. This uptrend was initially driven by the AI sector, with companies like NVIDIA playing a significant role. The latter part of the quarter saw a broadening interest in other sectors, notably energy and communications, which attracted considerable investment. NASDAQ and Dow Jones Indices Follow Suit Following the S&P 500, the NASDAQ 100 rose by 8.49%, and the Dow Jones Industrial Average also saw a healthy increase of 5.62%. These figures reflect a robust start to the year, setting a positive tone for the upcoming quarters. Economic Indicators and Market Dynamics Inflation Concerns and Federal Reserve Actions The market has been closely watching the Federal Reserve's actions, particularly regarding its inflation-fighting strategies. Despite concerns, there's growing confidence in a possible "soft landing"—where inflation is tamed without leading to a recession. The latest Consumer Price Index rose by 3.2% year-over-year, indicating that inflation is still above the Fed's 2% target, but the pressure for rate cuts persists. Labor Market Showing Strength The labor market has shown resilience, with nonfarm payroll data exceeding expectations for the first three months. However, revisions to earlier data suggest some cooling, potentially strengthening the case for upcoming Federal Reserve rate cuts. Looking Ahead: Federal Reserve and Market Expectations Future Rate Cuts? Despite leaving rates unchanged in the first quarter, the Federal Reserve hinted at potential rate cuts later in the year. Investors are hopeful, evidenced by market reactions to Fed Chair Jerome Powell's statements. As we approach future Fed meetings, these expectations will continue to influence market dynamics. Uncertainties Remain It's important to note the uncertainties that lie ahead. Market conditions can change, influenced by numerous factors including economic data and geopolitical developments. The possibility of rate cuts will depend on continued positive inflation trends and other economic indicators. Market Sentiments and Investment Opportunities Crypto Markets Experience Volatility The first quarter also saw significant movements in the cryptocurrency market. Bitcoin, for example, surged by 65%, driven by factors like the anticipated Bitcoin halving and increased ETF activity. However, the strength of the U.S. dollar and other factors introduced volatility as the quarter ended. The Importance of Long-Term Planning These market conditions underscore the importance of long-term investment strategies. While short-term fluctuations can affect market sentiment, maintaining a long-term perspective is crucial for achieving sustained growth. Invitation to Discuss Your Investment Goals At Clare Market Investments, we are committed to helping you navigate these complex market conditions and achieve your financial objectives. Whether you have questions about the latest market trends or need assistance with your investment strategy, we are here to help. If you're considering your investment options or want to discuss how these developments might impact your portfolio, don't hesitate to get in touch. Schedule a consultation with us today, and let’s explore how we can help you capitalize on these opportunities for long-term success. 
26 May, 2020
DALLAS, TX – May 26, 2020 – Clare Market Investments, LLC, a Dallas-based Registered Investment Advisor, today announced relocation of its offices to a stand-alone, state-of-the-art building in Dallas, TX.  The move stems from Clare Market’s tremendous growth in the last year, and the firm’s desire to maintain close contact with its clients. Moving to a stand-alone facility was a proactive choice in response to the COVID-19 pandemic. The larger space, outside of a conventional office tower, accommodates and reaffirms the firm’s growth strategy while protecting its employees, clients, and industry partners. “There were several reasons why we chose this particular time to relocate,” said Keith Rhodus, founder and managing member of Clare Market Investments. “Our commitment to growth and expansion was a major influence. The new offices offer an expanded footprint which affords us space to continue our growth. West Lovers Lane is an exciting and desirable part of town, surrounded by high-end retail, great restaurants, as well as professional offices, all within convenient proximity to Dallas Love Field Airport. Relocating to a stand-alone building affords us the ability to continue to serve our clients outside of a conventional office tower, in a less crowded environment that we can closely monitor and control.” About Clare Market Investments, LLC Clare Market Investments, LLC, is a cutting-edge, technology-savvy, registered investment advisor and financial planning firm serving individuals, family offices, and private family foundations. Please visit our website claremarket.com for more information. Media Contact: Priya Intwala Client Service and Operations Manager Clare Market Investments, LLC priya@claremarket.com 86 6 .659.1019 x705
10 Sep, 2018
DALLAS, TX – September 10, 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. Media Contact: Priya Intwala Client Service and Operations Manager Clare Market Investments, LLC priya@claremarket.com 86 6 .659.1019 x705

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