CLEARVIEW INVESTMENT PARTNERS, LLC

Overview

Clearview Investment Partners, LLC is an independent registered investment advisor that provides fee-based portfolio management and financial planning to both individuals/families and institutional clients. The firm is a capital allocator that combines discretionary portfolio management with the selection and oversight of outside managers. Its advisory scope includes portfolio management for individuals, small businesses and institutions, financial planning services, and recommending third‑party advisers. Clearview operates under a mix of percentage‑of‑AUM and fixed‑fee arrangements and does not position itself as an active ESG investor. Investment activity centers on publicly available pooled funds for core exposures and selective use of external managers for alternative strategies. The firm favors mutual funds and separately managed account structures for scalable equity and fixed income allocations, while using third‑party hedge fund managers to add non‑traditional return streams and diversification. Because Clearview acts as a selector of other advisers, an important part of its process is manager due diligence and allocation oversight rather than building proprietary alternative vehicles.

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Investments & Alternatives

Location & Offices