ClearView Global Wealth Advisors

Specialties

Comprehensive Financial Planning and Investment Services

History

Established in 2007.

At ClearView Global Wealth Advisors, we focus on preserving and growing our clients’ net worth by combining our focus on global portfolio construction with carefully designed strategies custom-​tailored to each client’s unique financial objectives.

«For a Changing World of Opportunities» is more than just a tagline. There are longer stock market trends known as secular bear and bull markets, and these generally last from eight to 17 years. Many regions of the world such as Asia (ex-​Japan) and Latin America are growing significantly more rapidly than is the U.S. And many have more favorable deficit and debt profiles than does the U.S. Our focus is to get you invested in the right countries, at the right times, and at the right prices.

Second, we don’t believe that «Buy and Hope» is a sound investment strategy. In our managed accounts, we seek to enhance return and mitigate risk by raising significant cash positions and using hedging strategies when we perceive increased risk.