CLEARVIEW INVESTMENTS, LLC

Overview

Clearview Investments, LLC is a small, client-focused RIA that concentrates on portfolio management for individuals and small businesses and on selecting outside advisers when appropriate. The firm acts as a capital allocator and charges fees based on a percentage of assets under management plus other fee arrangements. Investment activity is centered on pooled public funds rather than direct-stock strategies; the firm is not positioned as an ESG investor and does not present itself as a multi-state or pension consultant adviser. Investment preferences emphasize broadly diversified exposure through mutual funds and third-party managers rather than building concentrated individual-stock or in-house alternative platforms. The firm’s advisory model blends discretionary portfolio management with selection and oversight of sub-advisers or external fund managers when clients need exposures the in-house team does not directly implement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices