Sunrise over Mt. Pleasant, Amherst County, Virginia

Investing can be complex -
we aim to simplify things

A concentrated public equity investment manager guided by the principles of Simplicity & Alignment

Who We Serve

Clio Asset Management provides discretionary investment management to high net worth individuals, family offices, and select foundations & endowments.

Client assets are invested via Separately Managed Accounts custodied at Charles Schwab & Co.

Our Investment Philosophy

We aim to buy ownership stakes in what we believe are 8-12 exceptional public companies, and to hold them for many years – the primary determinants of a great business being high Returns on Capital, sustainable Growth & Reinvestment Opportunities, a positive and high-performing Culture & a strong and adaptable Management Team

Our Founder

James Aldigé

As founder and CEO, James is responsible for all aspects of managing the firm. He has over twenty years of financial services and investment experience.

Through his career, James has been an investment banker, a partner at a fundamental long/short equity hedge fund, and a co-founder of a multi-family office investment platform.

He holds a BA in Economics from the University of Virginia, an M.Phil. in Economic History from Oxford, and an MBA from Harvard Business School.

Through his career, James learned how the financial services industry often thrives on unncessary complexity and misaligned incentives - leading to suboptimal client outcomes.

James founded Clio Asset Management in 2018 to provide institutional-quality portfolio management to sophisticated families and foundations who appreciate the virtues of simplicity and alignment when selecting an investment manager for their long-term assets.