ClearWater Investment: Navigating the Turbulent Seas

Navigating the complex world of investments can be overwhelming, especially if misled by marketing, media, or an advisor's incompetence or conflict of interest.  Now unsure where to turn, ClearWater Investment Management is here—your trusted investment advisor, offering clarity, confidence, and an agile hand to steer you clear of danger—identifying the most attractive entry points for equity, higher-income bonds, and other opportunities that arise during the unfolding financial crisis. Finding each asset class bottom for clients is a value-added service unavailable elsewhere, and Clearwater believes this comes with fiduciary duty at no added cost.

At ClearWater Investment, we understand that every investor's journey is unique. Whether you're a seasoned investor looking for a guide and uncommon insight to assist with surviving and then thriving or a newcomer seeking guidance on where to begin and needing a patient teacher, I’m looking for a long-lasting relationship with my clients, grounded in trust, transparency, and a commitment to your financial success. Clients have individual separate accounts.

One of the key principles that sets Clearwater Investment apart is its focus on clear communication—using historical context and the perspective of a buyer of assets concerned with durable price, not from the standpoint of the seller exploiting mood to expand a market for securities. Clearwater is conflict-free.
Financial jargon and complex investment strategies can be daunting for many investors, and for good reason. These products allow the sell side investment bankers and insurance agents to offer expensive solutions in synchronicity with the seeming solid bedrock of understanding narrated by the media. Ultimately, the creation of captive investors in illiquid and, at times, non-viable vehicles, sometimes motivated at peak moments of herd gullibility, is the efficient market hypothesis without conscience that is standard as industry best practice to maximize revenue.  
That's why, to demystify investing, I break down concepts into plain language that everyone can understand, making simple and obvious no-nonsense strategies. I’ll listen to your goals, concerns, and aspirations, but survival is the priority, for now. The personalized, customized investment plan that aligns with your objectives can be implemented as or shortly after these asset classes bottom.

Transparency is another core principle. Clear Water Investment believes in full disclosure and honesty when managing your investments. That means providing clear, easy-to-understand information about fees, risks, and potential returns. You can trust that we always have your best interests and will act with integrity and professionalism in all our dealings. Clearwater receives no commission or other financial incentive from any firm. Independence from group-think includes custodial services from a third-party independent custodian, Interactive Brokers LLC.  

​Perhaps most importantly, Clear Water Investment is dedicated to providing peace of mind to our clients. We understand that investing can be stressful, especially during times of great collective delusion when gambling is confused with investing. That's why we're here to offer support, guidance, and reassurance every step of the way. Whether you have questions about your portfolio, concerns about market conditions, or need a listening ear, I’m here to provide the clarity and confidence you need to weather any storm and find the paradise of the new bull market.