Invest with ClearVue

We design portfolios around your goals, time horizon, and risk tolerance, not short-term market trends. Our approach emphasizes diversification, cost efficiency, and long-term discipline, prioritizing steady progress and thoughtful portfolio management over speculation or unnecessary complexity.

Thoughtful Design & Oversight

Investment Management 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 combines disciplined research with ongoing oversight. We select and monitor low-cost funds, ETFs, and carefully chosen active managers to manage risk, maintain diversification, and support long-term portfolio growth.

Management (AUM) Fees

Standalone Investment Management
For clients seeking professional portfolio management without an ongoing planning relationship:

  • 0.80% annually of assets under management

  • Portfolio design and investment strategy included

  • Relationships are evaluated based on overall fit, planning needs, and portfolio complexity

Private Client Advisory Investment Rate
Clients enrolled in Private Client Advisory receive a preferred investment management rate:

  • 0.55% annually of assets under management

  • Portfolio design and investment strategy included

  • The separate Private Client Advisory fee decreases as assets under management increase

Clients who prefer a one-time investment recommendation without ongoing management may purchase an Investment Plan separately.

Private Client Services

Investing Scope Limitations:

Our portfolios are intended for long-term investors and are constructed around defined goals and time horizons.

  • 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.

  • 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.

  • 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.

  • 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.

Schedule an Introductory Call