# Clio Asset Management Llc > Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. Last analyzed September 7, 2026. > Clio Asset Management is a concentrated public equity investment manager founded in 2018. It provides discretionary investment management services to high net worth individuals, family offices, and select foundations & endowments, guided by principles of simplicity and alignment. - Business Profile: https://optimly.ai/brand/clio-asset-management-llc - Publisher: Optimly (https://optimly.ai) - Dataset: Optimly AI Brand Index (https://optimly.ai/brand) - Official website: https://clioam.com/ - Logo: https://logo.clearbit.com/clioam.com - Slug: clio-asset-management-llc - Brand Authority Index tier: Emerging - Category: Outsourced Chief Investment Officer (OCIO) Services - Last Analyzed: September 7, 2026