Clearwater is a Greater Princeton Regional Financial Advisory Firm
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Clearwater works for YOU.
WE'RE A PRIVATE, FEE-ONLY, INDEPENDENT FIRM.
HERE'S WHAT THAT MEANS FOR YOU:
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We aim only to generate good returns for you. Period.
Monitoring Financial Market StabilityMonitoring the uniformity and divergence of movement in individual securities and indices provide alertness to possibility of a trap door environment. Clearwater acts to capture as much of upward (bull market) price increase without thoughtlessly risking client portfolios at market tops.
Entry points at bear market bottoms are informed by technical analysis and market history of bottoming processes. |
Security SelectionSecurity analysis at Clearwater puts risk management at the heart of the matter. At most other firms, risk management and security analysis is blunted by behavioral and incentive-based biases.
We take valuation risk, business/earnings risk and balance sheet/financial risk serious. Try to find another advisor to work with who's a CFA and an ex-security analyst. |
Deep Understanding of financial market price movementsMultiple methods of market analysis are employed and shared with clients with the objective that clieints thrive during bull market primary advances and survive and even prosper in bear market environments.
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Communication Comes FirstWe communicate frequently with you.
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