ClearView Wealth Management is a full-service investment firm serving the needs of high net worth clients and small to medium-sized businesses. We help our clients create, build and retain wealth. ClearView utilizes non-correlated alternative and traditional investment products that provide a broad array of financial services to individuals, families and businesses.
Our goal is to help our clients implement an asset allocation plan that diversifies their investment portfolio, maintains substantial liquidity and is designed to preserve their assets and provide monthly and quarterly income. We believe our main responsibility to our clients is to preserve the assets they place under our management.
Our goal is to help our clients implement an asset allocation plan that diversifies their investment portfolio, maintains substantial liquidity and is designed to preserve their assets and provide monthly and quarterly income. We believe our main responsibility to our clients is to preserve the assets they place under our management.
Services
The ClearView Group was founded in 1986 by Bob and Leslie Cannon as a management consulting firm with clients ranging from the Arizona State Supreme Court, REI and Arthur Andersen to IBM, Starbucks and the 3M Corporation. In 1996, ClearView turned its focus solely to financial services, operating as The ClearView Group, Inc.
Our clients come to us with two things: their money and their trust. It is our responsibility to ensure we provide our clients with a broad array of alternative investment options to work toward achieving their specific personal requirements.
Our clients are accredited high net worth individuals and families, and small to medium-sized businesses seeking advanced financial and estate planning techniques, coupled with traditional and alternative investment products designed to create capital appreciation and tax-advantaged income.We adhere to the basic concepts of modern portfolio theory based largely upon the work of Nobel Laureate, Dr. Harry Markowitz.
Our clients are accredited high net worth individuals and families, and small to medium-sized businesses seeking advanced financial and estate planning techniques, coupled with traditional and alternative investment products designed to create capital appreciation and tax-advantaged income.We adhere to the basic concepts of modern portfolio theory based largely upon the work of Nobel Laureate, Dr. Harry Markowitz.
ClearView Wealth Management provides educational seminars focusing on a variety of investments that are alternatives to stocks, bonds and mutual funds. They include syndicated real estate offerings such as Equipment Leasing, REITs, Managed Equities and Business Development Companies (BDCs). We are currently presenting our Industry Update seminar series for accredited investors.*
The Clarion Newsletter and the ClearView Perspective are sent out as part of our ongoing effort to provide you with valuable financial and investment education and other timely information. If you have questions on any of the content or if you would like to be added to the distribution list please contact us.
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