Clearwater is a conflict-free registered investment advisory that manages investment portfolios and navigates the traditional asset classes for individual and IRA Rollover clients.
Clearwater informs clients with expert cyclical and technical analysis and other tools “that work” to anticipate dramatic declines and opportunities that may arise afterward.
Clearwater selects, monitors, and modifies client portfolios of primarily low-cost index funds without the involvement of any conflict of interest.
New clients can expect concise, meaningful advisory communication aiming to deliver the key benefit of prudently buying equities and similar risky securities during the bear market bottoming process, not at the top.
Clearwater shares its deep understanding of the co-evolution of fundamental and technical financial aspects, which is valuable for real-time comprehension and a prosperous long-term strategy.
Clearwater uses low-cost third-party custodians and index funds; these transparent low fees will never change.
Fiduciary duty guides all security purchases, and only liquid securities convertible to cash in 1-2 days are purchased for clients. No derivatives or non-liquid assets will be purchased.
Clearwater has no complaints.
"And thou shalt take no gift: for the gift blindeth the wise, and perverteth the words of the righteous." Exodus 23:8 — King James Version
God prefers conflict-free advice; maybe you should, as well.
Call me at 917.696.7131 or email me at [email protected] to set up a time to talk.
Clearwater charges 1% of assets under management up to $500,000 and 0.75% after that.
Clearwater informs clients with expert cyclical and technical analysis and other tools “that work” to anticipate dramatic declines and opportunities that may arise afterward.
Clearwater selects, monitors, and modifies client portfolios of primarily low-cost index funds without the involvement of any conflict of interest.
New clients can expect concise, meaningful advisory communication aiming to deliver the key benefit of prudently buying equities and similar risky securities during the bear market bottoming process, not at the top.
Clearwater shares its deep understanding of the co-evolution of fundamental and technical financial aspects, which is valuable for real-time comprehension and a prosperous long-term strategy.
Clearwater uses low-cost third-party custodians and index funds; these transparent low fees will never change.
Fiduciary duty guides all security purchases, and only liquid securities convertible to cash in 1-2 days are purchased for clients. No derivatives or non-liquid assets will be purchased.
Clearwater has no complaints.
"And thou shalt take no gift: for the gift blindeth the wise, and perverteth the words of the righteous." Exodus 23:8 — King James Version
God prefers conflict-free advice; maybe you should, as well.
Call me at 917.696.7131 or email me at [email protected] to set up a time to talk.
Clearwater charges 1% of assets under management up to $500,000 and 0.75% after that.
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why choose clearwater
Common Senseanalysis and
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Tried and Tested; No suprisesThe herd is groomed into thinking there is still hope that fortune favors the brave.
But the advantage comes to those that perceive rather than leap to participate. Clearwater's trusted guidance for times to survive and times to thrive. |
Candor and Truth in the era of mistrustClearwater does not answer to a parent company’s short-term earnings objective or cross-sell products for them.
We use only the best mutual funds, primarily low-cost index funds. No revenue sharing or other kickbacks, hidden or otherwise. A prerequisite for accurate analysis and honest communication is dealing with an expert; the other firms are marketing firms, not experts representing clients that they have their best interest in mind. |
Expert INVESTMENT ADVICE and
PORTFOLIO MANAGEMENT that makes sense.
testimonial
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"Ron has taken the time to explain the big picture and the important details. I trust him and recommend him for everyone, especially for novices.”
--Stefan Siemon, San Diego CA |
""Great advisor, no BS."
—ROGER YIN, S. BRUNSWICK, NJ |
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