- Imagine the perfect place to roll-over your 401k, IRA or Roth IRA
- Imagine an advisor who is not trying to sell you something
- Imagine an advisor without a crafted pitch or product disguised in a clever form of financial framing
- Imagine an advisor who advises about market cycle risk and takes action to protect you because he cares about you
- Imagine an advisor who's on your side stressing caution when it matters, not wishful optimism
- Imagine an advisor who is accessible
why choose clearwater
Everyone's market strategy is to avoid the ravages of the bear market and then move into equities and other risky assets at each important market bottom. Clearwater has expended the time and money to accomplish just that. As well as, getting out at the top, of course.
To prosper over the long term requires buying the right securities and right asset classes at the right time to buy it. Same for the sell time.
"What a wise man does in the beginning, a fool does in the end"
Expert INVESTMENT ADVICE and
Customized PORTFOLIO MANAGEMENT.
"Great advisor, no BS."
—ROGER YIN, S. BRUNSWICK, NJ
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