Invest With ClearVue
Portfolio Management Services
Simplify investing so you can work towards your financial goals with peace of mind.
Multi-Step Approach
Design Your
Investment Strategy
An investment policy outlines how we should invest, offering a complete picture of your financial goals and objectives.
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Manage Your
Investment Portfolio
We carefully blend investments to help maximize portfolio performance while minimizing your risk exposure.
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Investment
Management Fees
Learn how advisory fees impact your portfolio long-term and what we charge to manage client accounts.
Our Advisory Fee
Investment Options
Assembling a portfolio may present you with many questions. The options are numerous. No one item is “better” than another. Each varies in risk vs. reward potential.
Stocks
Owning a stock means buying a “share” or portion of a company. The more shares of stock you own, the greater the gain if the company succeeds. Conversely, the more shares of stock owned in a company, the greater the potential you have to be adversely affected by poor financial performance.
Bonds
A bond is evidence of a debt which the issuing company promises to pay the bondholder a specified amount of interest over a scheduled time period, as well as repay the original loan on the expiration date. Certain bonds are generally considered more conservative investments than stocks.
Mutual Funds
One great appeal of mutual funds is that once a fund has been purchased, the investor shoulders none of the investment or timing responsibilities needed for individual stock investing. However, it is important to have a general understanding of mutual funds before making any purchase decisions.
ETFs
There is a common misconception that mutual funds, index funds, and ETFs are all the same type of investment vehicles. And while there are similarities, there are also some significant differences for investors to know about.
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We’re in This Together
Let’s discuss your financial planning goals and set your strategy in motion.