Isn’t it time for a fresh perspective and a Clear View about your money, retirement and financial goals?
From our perspective, opportunities exist regardless of market conditions. No matter which way the markets move – up, down or sideways – there’s plenty of potential that will help you meet your goals. You just need to know where to look and have a good map to help you get there.
Investing
Let’s face it. Making money in investing isn’t as easy as it might have been. It takes more effort than watching the financial news, reading magazines, newspapers and blogs. There’s more to it than looking over a fund’s advertising materials.
Let the professionals at Clear View Wealth Advisors, LLC help you navigate the dangerous waters and put you on the right path.
Our Philosophy
We believe that clients win when they don’t lose.
So our efforts are to put in place a process to limit downside risk while positioning for longer-term upside opportunities. While we believe in Strategic Allocation we also believe that “Tactical is Practical” and we will use tools and strategies to reposition assets and portfolios as market conditions require.
We design portfolios that are built to weather storms, are globally-diversified and tax efficient.
We combine both passive index investing vehicles with “best of class” active mutual fund managers and timely picks of high-quality stocks and Exchange Traded Funds to provide a way to capture the skills and efficiencies of both active and passive investing methods.
We also may utilize the services of other portfolio managers for specific positions in bonds or equities.
Investment Management
We work with a variety of financial products and services to create a personal plan to fit your needs and the needs of your family.
Because we are an independent Registered Investment Advisor, we do not sell or offer any proprietary products and are not captive to use a particular broker-dealer.
Together we will create an investment plan that balances your personal values, risk tolerance, and investment objectives. This will be documented in an Investment Policy Statement (IPS), your road map for investing.
All portfolios and investments that are not part of your company 401(k) plan are held at independent third party custodians.
Clients have 24/7 access to accounts online.
Although clients may grant us permission to make trades in their account according to the approved investment plan, we never take custody of client assets. We serve as a fiduciary advisor on every client account meaning we will always do what is in the best interest of the client.
Market Flex Portfolio Services: Risk-Managed Investing
We start with a strategic allocation geared toward your risk profile and capacity based on one of our basic core models of mutual funds, Exchange Traded Funds and individual bonds and stocks. After we implement a portfolio we will make tactical changes to the allocation or use hedging tools designed to help mitigate the volatility in the market.
We incorporate several risk controls to minimize volatility. It starts with the investment selection process and continues through the monitoring and “stop-loss” tools we incorporate into the ongoing maintenance of each account.
Note: Unlike most other firms, we offer a choice of options to pay for our investment services and financial plan bundles. We have a traditional tiered asset management fee, a flat fee and a fixed fee with a cap. See Form ADV 2 for details).
