Clearview Investments, LLC

Overview

Clearview Investments, LLC is an independent, Michigan-registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families and bills clients on a percentage-of-assets-under-management basis (with other fee arrangements possible). Its advisory work focuses on portfolio management for individuals and small businesses and on selecting outside managers or advisers on clients’ behalf. Clearview identifies itself as a capital allocator but does not characterize itself as an active ESG investor and operates from a single-state footprint.

Assets & Accounts

Investments & Alternatives