Clearview Investments, LLC logo

Clearview Investments, LLC

Updated today

Client assets under management

$59,125,000

Clients

379

0% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

95

High

Average account size

$156,003

About

ClearView Investments serves a mix of individual clients, including high-net-worth individuals, as well as a range of institutional and plan-type clients. The firm provides ongoing financial planning, retirement planning, and tailored portfolio management, and it assists clients in selecting and monitoring third‑party managers; it does not impose a firm account minimum.

The firm primarily practices passive investment management, constructing asset‑class weighted portfolios using index mutual funds and ETFs, while also employing fundamental and technical analysis and setting asset allocation targets based on client goals and risk tolerance. ClearView may use outside managers (TAMPs) for some accounts, monitors those managers’ holdings and risk characteristics, and emphasizes low turnover and tax efficiency in its strategies.

A distinctive feature is the firm’s engagement with educational conferences, workshops and other practice‑management events made available through custodial platforms (Betterment Institutional and Altruist), a support resource that the brochure highlights and that is less common among peer team firms. The advisory team also includes professionals with prior careers in law enforcement and education, manages roughly $59 million across about 379 client relationships, and relies on custodial statements rather than producing separate written investment reports for managed accounts.

Client services

Portfolio management Selection of other advisers

Expertise

Passive / index investing Retirement income strategy

Fee options

Percentage

$0 - $499,999: 1.0% $500,000 - $749,999: 0.85% $750,000 - $1,000,000: 0.70% $1,000,000+: 0.50%

Main office location

Clearview Investments, LLC

1360 Baldwin St

Jenison MI 49428, United States

Number of offices

1

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kurt H

Series 65

Jenison, MI

Clearview Investments, LLC

Kurt Holzhueter is a financial advisor with Clearview Investments, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Clearview Financial since 2010 and also works as a high school teacher. ClearView Investments serves a diverse client base, including high-net-worth individuals and institutional clients, offering personalized investment advisory and financial planning services. The firm primarily uses passive investment management with diversified portfolios and incorporates fundamental and technical analysis, managing accounts on a discretionary basis with quarterly reviews aligned to client objectives.

Passive / index investing Retirement income strategy
user avatar

Leonard D

Series 63, Series 65

Jenison, MI

Clearview Investments, LLC

Leonard Debraber is a financial advisor with Clearview Investments, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at ClearView Financial, LLC since 2014 and previously at HBW Advisory Services LLC and HBW Insurance & Financial Services, Inc. Outside of advising, he has served as an independent contractor running the clock at Sparta High School basketball games since 1979. ClearView Investments serves individual clients, including high-net-worth individuals, as well as institutional and organizational clients. The firm primarily uses passive investment management through diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and the option to recommend third-party managers.

Passive / index investing Retirement income strategy
user avatar

Karl H

Series 63, Series 65

Jenison, MI

Clearview Investments, LLC

Karl Holzhueter is a financial advisor with ClearView Investments, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with ClearView Financial LLC since 2007 and also has experience at HBW Insurance and Financial Services, Inc. since 2003. Holzhueter previously served in the Grand Rapids Police Department for 25 years. Outside of advising, he is an owner of CVI Properties. ClearView Investments serves individual and institutional clients, including high-net-worth individuals, offering investment advisory, financial and retirement planning, and assistance with account setup and outside manager selection. The firm primarily uses passive investment management with diversified portfolios of index funds and ETFs, incorporates fundamental and technical analysis, and generally manages accounts on a discretionary basis with periodic reviews.

Passive / index investing Retirement income strategy
user avatar

Timothy D

Series 63, Series 65

Jenison, MI

Clearview Investments, LLC

Timothy Devries is a financial advisor at Clearview Investments, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clearview Financial LLC since 2007, previously serving at HBW Insurance and Financial Services and the City of Grand Rapids. Outside of his advisory role, he is an owner of CVI Properties. Clearview Investments serves individual clients, including high-net-worth individuals, as well as institutional and organizational clients. The firm employs a primarily passive investment approach, utilizing diversified portfolios of index funds and ETFs, combined with fundamental and technical analysis, and offers discretionary account management focused on clients’ objectives and retirement strategies.

Passive / index investing Retirement income strategy
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