A complete list of active advisors currently associated with Clear Creek Financial Management, LLC

Warmer can help you find a great advisor at Clear Creek Financial Management, LLC or one who fits your needs even better.

Clear Creek Financial Management serves a broad mix of clients—individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, corporations, and other investment advisers. The firm offers asset management, financial planning and consulting, pension consulting, referrals to third-party money managers, and an industry newsletter available by sign-up on its website. The firm emphasizes continuous, tailored account supervision with periodic (at least quarterly) reviews and can manage accounts on a discretionary basis when authorized. Its investment work draws on a mix of fundamental, technical, cyclical and quantitative methods and includes long- and short-term strategies as well as the use of options, margin and short sales; it also operates Helios Quantitative Research to develop algorithm-based investment models and to provide consulting to other advisers. Compared with many multi-team peers, Clear Creek publishes a publicly available newsletter and maintains an in-house quantitative research business that offers consulting to outside advisers. Its marketing and referral practices are also distinctive in this brochure: the firm discloses the use of hypothetical performance in advertising and documents compensated testimonials/endorsements under formal agreement and disclosure procedures, and it arranges optional third-party class-action claim filing services for clients.

To learn more about the advisors currently working at Clear Creek Financial Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.