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I work with clients to develop a custom Invesment Policy Statement - the Road Map that clearly defines your
goals, time frame, investment risk and provides the direction needed to know what to buy, when to sell and what to replace
in a clear, non-emotional way.
Then we develop a strategic asset allocation model that matches up with this road map.
Our portfolio manager utilizes an Active Index Investing Approach that provides global diversification at
a cost structure that strives to be typically less than current actively managed mutual funds or Separately Managed Accounts.
Our investment
philosophy in managing assets for our clients is the preservation of capital while striving to reduce risks to client
core capital. Since inception, CLEAR VIEW WEALTH ADVISORS, LLC, a Registered Investment Advisor, has applied sound
money management practices in our approach to these objectives for individuals, families and organizations.
We use model-driven
investment strategies which strive to reduce market risk by avoiding or exploiting market downturns and/or by rotating from
weak investment sectors to stronger ones.
We specialize in using index ETFs and No Load Mutual Funds to improve flexibility,
diversification and help lower investment costs. Our program offers a selection of investment strategies to match your personal style and
risk tolerance.
Our
MarketFlex Investing Program endeavors to:
Ø Detect major trend changes in the
broad market
Ø Follow clear,
definitive Buy and Sell signals
Ø Improve your ability
to preserve money in down markets
To learn more about ETFs, click here.
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