A complete list of active advisors currently associated with Clearview Investments, LLC

Warmer can help you find a great advisor at Clearview Investments, LLC or one who fits your needs even better.

ClearView Investments serves a mix of individual clients, including high-net-worth individuals, as well as a range of institutional and plan-type clients. The firm provides ongoing financial planning, retirement planning, and tailored portfolio management, and it assists clients in selecting and monitoring third‑party managers; it does not impose a firm account minimum. The firm primarily practices passive investment management, constructing asset‑class weighted portfolios using index mutual funds and ETFs, while also employing fundamental and technical analysis and setting asset allocation targets based on client goals and risk tolerance. ClearView may use outside managers (TAMPs) for some accounts, monitors those managers’ holdings and risk characteristics, and emphasizes low turnover and tax efficiency in its strategies. A distinctive feature is the firm’s engagement with educational conferences, workshops and other practice‑management events made available through custodial platforms (Betterment Institutional and Altruist), a support resource that the brochure highlights and that is less common among peer team firms. The advisory team also includes professionals with prior careers in law enforcement and education, manages roughly $59 million across about 379 client relationships, and relies on custodial statements rather than producing separate written investment reports for managed accounts.

To learn more about the advisors currently working at Clearview Investments, 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.