PROCESS

Clearview Wealth Management, LLC is an “independent” investment consulting firm. Clearview does not use any “proprietary” investment managers for clients. This approach allows the firm to provide unbiased investment recommendations. The due diligence process that the firm utilizes requires the following commitments from Clearview managers:

1. Tenure
2. Ownership
3. Value oriented approach
4. Quarterly meetings with Clearview Wealth Management, LLC

Managers are required to have at least ten years experience in managing money. This allows the firm to evaluate the manager’s performance through different market cycles.

Managers are required to have an equity ownership in their firm. Clearview requires managers to have a substantial investment in the investments they are managing for their shareholders.

Managers are required to use a value oriented approach. This approach evaluates businesses based upon their intrinsic value. Through this approach, managers purchase companies at a substantial discount to intrinsic value.

Finally, managers are required to provide quarterly updates. Clearview conducts face-to-face meetings or conference calls with its managers.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC
The LPL Financial registered representitive associated with this page may only discuss and or transact business with residents of the following states: AL, AZ, GA, PA, TN, VA.
© Clearview Wealth Management 2016