Who we are
Independent thinking.
Personal commitment.
CLiR is a boutique investment banking and consulting firm focused on the design and distribution of non-correlated investments.
Our founder
Nate Romero
Executive Director
Nate founded CLiR in 2020 and leads the firm’s consulting and investment banking activities.
His background spans alternative investments, product development, and distribution in the independent broker-dealer market.
Read Nate’s biographyHow we work
The expertise you need, shaped around your offering.
Building a capital markets team requires significant investment. CLiR brings together product, operational, and distribution expertise through a full-service relationship or a customized suite of consulting services.
Let’s find your path forward.
Talk with us about your next offering.