Clearview Capital

Clearview Capital provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, tailoring each engagement with an Investment Policy Statement that documents goals, time horizon, and risk tolerance. The firm also may refer portions of client assets to third‑party money managers (including Orion Portfolio Solutions and Nationwide Advisory Solutions) and conducts due diligence on those advisers.

The adviser uses a mix of fundamental analysis, modern portfolio theory, and technical analysis and implements both long‑term and short‑term trading across mutual funds, ETFs, equities, fixed income, real estate funds, TIPS, and insurance products including annuities. Accounts are typically managed under written discretionary authority, monitored regularly, and receive custodial reporting (the firm requires use of Altruist Financial as custodian) and quarterly statements.

Noteworthy for a firm of its scale, Clearview’s supervised persons are licensed insurance agents and the brochure discloses that they may offer commissionable insurance products and annuities in addition to advisory services, a relationship the firm identifies as a potential conflict of interest. The firm manages a relatively small client base (about 24 clients with roughly $27.7 million in assets under management) and documents its allocation and trade‑allocation policies in writing to address fairness across client accounts.