Uncommonly competent and free of Conflict of interest 

A PRIVATE, FEE-ONLY, INDEPENDENT FIRM.

• I have no financial incentive to recommend one mutual fund, ETF, or asset class or brand over another
• I do not sell investment products
• I receive no compensation from any company to recommend its products ​

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Clearwater is 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 at the liquid index level and across long and short-term yields and spreads and major equity indices.  By integrating fundamentals with Cycle Theory and Elliot Wave Principle, valuation, leverage, and sentiment, we create robust, relevant, and timely market intelligence, especially during an emerging crisis and beyond. NO selling of products to cloud judgment, no tying up capital before confirming the bottom is in.

Call me at 917-696-7131 or email me at [email protected]

Clearwater was founded in 2012 and serves NJ, NY, and PA, including Cherry Hill, Philadelphia, Princeton, Moorestown, and beyond. 

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