CLEARVIEW FINANCIAL

Overview

Clearview Financial is an independent registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm uses a fee model that combines a percentage of assets under management with fixed fees and runs primarily discretionary strategies. Investment activity centers on pooled public funds and mutual funds as the core vehicle for client portfolios, with a secondary use of separately managed account structures. Clearview Financial does not position itself as an allocator to a wide set of third‑party active managers, but it does make selective allocations into real estate-focused alternatives. Clearview Financial is not an active ESG investor and does not present itself as a multistate or pension consultant adviser. The client base skews toward individual and family clients rather than institutions, and advisory services emphasize ongoing financial planning integrated with portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices