Clear Creek Financial Management, LLC

Clear Creek Financial Management serves a broad mix of clients—individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, corporations, and other investment advisers. The firm offers asset management, financial planning and consulting, pension consulting, referrals to third-party money managers, and an industry newsletter available by sign-up on its website.

The firm emphasizes continuous, tailored account supervision with periodic (at least quarterly) reviews and can manage accounts on a discretionary basis when authorized. Its investment work draws on a mix of fundamental, technical, cyclical and quantitative methods and includes long- and short-term strategies as well as the use of options, margin and short sales; it also operates Helios Quantitative Research to develop algorithm-based investment models and to provide consulting to other advisers.

Compared with many multi-team peers, Clear Creek publishes a publicly available newsletter and maintains an in-house quantitative research business that offers consulting to outside advisers. Its marketing and referral practices are also distinctive in this brochure: the firm discloses the use of hypothetical performance in advertising and documents compensated testimonials/endorsements under formal agreement and disclosure procedures, and it arranges optional third-party class-action claim filing services for clients.