Clearview Investment Partners, LLC

Clearview Investment Partners provides wealth management and financial planning to individuals, trusts, estates and business entities, offering comprehensive financial planning and portfolio management services as well as advisory guidance on products such as variable life/annuity contracts and employer-sponsored retirement plans. The firm documents engagements in written agreements and works with clients on both discretionary mandates and limited non-discretionary arrangements for certain products.

Investment decisions are informed by fundamental, technical and cyclical analysis and implemented through proprietary asset-allocation models that primarily employ mutual funds, ETFs, individual equities and fixed-income securities, with regular rebalancing. The firm also recommends and monitors Independent Managers and, for accredited investors when appropriate, may recommend private placement and other privately offered pooled investment vehicles.

Distinctive for a two-advisor SEC-registered firm managing roughly $105 million in discretionary assets, Clearview combines a small-team model with access to external managers and private investment opportunities and also operates as a licensed insurance agency whose supervised persons may sell insurance products. The brochure discloses that Clearview does not vote client proxies (custodians send proxies directly) and that it commonly recommends a single custodian that provides software, research and operational support, arrangements the firm notes may create potential conflicts of interest.