Invest with ClearVue
Sound investing starts with a clear plan.
Rather than chasing trends, we design portfolios that align with your financial goals and manage risk through changing market conditions.
By emphasizing diversification, cost efficiency, and long-term discipline, our approach focuses on steady progress, not speculation or unnecessary complexity.
Portfolio Management Aligned with Your Plan
Investing Approach
Clarify investment objectives within the context of your overall financial plan
Establish an appropriate risk framework
Construct portfolios using cost- and tax-aware investing strategies
Monitor and rebalance portfolios according to investment policy
Communicate consistently based on investor preferences
Our investment approach pairs disciplined research with continuous oversight.
We select and monitor low-cost funds, ETFs, and trusted managers to manage risk and pursue long-term value.
Management Fees
Separate from one-time or ongoing financial planning fees.
Standalone Investment Management
For clients seeking disciplined portfolio oversight without an ongoing planning relationship:
0.80% annually of assets under management
No minimum account balance required
Discount for Premier Planning Clients
Premier Planning clients receive a reduced investment management fee:
0.55% annually of assets under management
No minimum account balance required
Clients who open and maintain an investment account managed by ClearVue receive portfolio design and investment strategy as part of the investment management relationship.
Clients who prefer a one-time investment plan without ongoing management may purchase this service separately.
Scope Limitations:
Our portfolios are intended for long-term investors and are constructed around defined goals and time horizons.
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We generally avoid market timing and short-term trading. Our fiduciary approach prioritizes disciplined, long-term investment decisions aligned with each client’s broader financial plan.
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Day trading and speculative strategies emphasize frequent trading and short-term outcomes, which may not align with long-term financial objectives. As fiduciaries, we focus on disciplined investing that supports sustainable, long-term planning.
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We do not receive commissions, promote proprietary products, or accept third-party referral compensation. This approach helps minimize conflicts of interest and supports advice that remains focused on the client’s best interests.
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We do not utilize performance-based compensation arrangements. This helps ensure investment decisions remain aligned with client objectives rather than incentives tied to short-term performance.
Open Investment Account with ClearVue
Introductory conversations are informational and focused on mutual fit.