Clearwater, an independent RIA, Registered Investment Advisor, manages client investment portfolios as a dedicated financial advisor of separate accounts at third-party custodian Interactive Brokers.
Independence
Clearwater, driven by a fiduciary duty to clients, manages an independent, conflict-free, zero-complaint RIA (14 yrs) that guides clients based on fiduciary duty and intellectual insight, including both fundamental and technical expertise, that strives to anticipate, write about, and articulate major approaching reversals by integrating fundamentals with Cycle and Elliot Wave theories, valuation, leverage, and sentiment to provide clients with reliable market intelligence that is robust, relevant, and timely, especially during an emerging crisis and beyond.
NO selling of products to cloud judgment, no tying up capital before confirming the bottom is in. Let Clearwater and I help you see and execute a proper strategy that navigates high risk and aims to buy at or near the bottom. This is client-first, enabled by independence and without conflict.
Clearwater was founded in 2012 and serves NJ, NY, and PA, including Cherry Hill, Philadelphia, Princeton, Moorestown, and all other areas of the USA and beyond, remotely. Assets held at 3rd party, Interactive Brokers.
Client First
Bringing insights to clients that greatly enhance real-time knowledge, provide an advantage over the herd, and enable a real connection with clients amid the evolution of a high-risk environment, striving to see things as they are, not how they appear.
Prior career includes institutional buy-side investment portfolio management, beginning with overseeing $10 billion in day-to-day liquidity and short-duration assets at MetLife. Later, I oversaw long-duration fixed-income portfolios at NYL, supporting $100+ billion in segmented-product liabilities as a client portfolio manager. I’m a Chartered Financial Analyst, CFA (9/2000 #38194).
Please call me at 917-696-7131 or email me at [email protected]. Initial consultations are at no cost. I offer fiduciary, intellectual, and practical guidance with management without the interference of any conflicts.
Clearwater charges 1% on assets under management up to $500,000 and 0.75% thereafter. CRD # 165404 Fee-only, Independent
Independence
Clearwater, driven by a fiduciary duty to clients, manages an independent, conflict-free, zero-complaint RIA (14 yrs) that guides clients based on fiduciary duty and intellectual insight, including both fundamental and technical expertise, that strives to anticipate, write about, and articulate major approaching reversals by integrating fundamentals with Cycle and Elliot Wave theories, valuation, leverage, and sentiment to provide clients with reliable market intelligence that is robust, relevant, and timely, especially during an emerging crisis and beyond.
NO selling of products to cloud judgment, no tying up capital before confirming the bottom is in. Let Clearwater and I help you see and execute a proper strategy that navigates high risk and aims to buy at or near the bottom. This is client-first, enabled by independence and without conflict.
Clearwater was founded in 2012 and serves NJ, NY, and PA, including Cherry Hill, Philadelphia, Princeton, Moorestown, and all other areas of the USA and beyond, remotely. Assets held at 3rd party, Interactive Brokers.
Client First
Bringing insights to clients that greatly enhance real-time knowledge, provide an advantage over the herd, and enable a real connection with clients amid the evolution of a high-risk environment, striving to see things as they are, not how they appear.
Prior career includes institutional buy-side investment portfolio management, beginning with overseeing $10 billion in day-to-day liquidity and short-duration assets at MetLife. Later, I oversaw long-duration fixed-income portfolios at NYL, supporting $100+ billion in segmented-product liabilities as a client portfolio manager. I’m a Chartered Financial Analyst, CFA (9/2000 #38194).
Please call me at 917-696-7131 or email me at [email protected]. Initial consultations are at no cost. I offer fiduciary, intellectual, and practical guidance with management without the interference of any conflicts.
Clearwater charges 1% on assets under management up to $500,000 and 0.75% thereafter. CRD # 165404 Fee-only, Independent
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. I use any product you want and take no compensation for it. 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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