clearview
Process
Clearview Portfolio Consulting was founded to partner with financial advisors to provide independent, objective and transparent investment advice. Our fundamental goal is to become a member of your investment committee and provide the investment expertise so that you have more time to grow your business.
Every advisor is unique and diverse. Every client experience will begin with an independent review of your current investment infrastructure, including custodian and eligible investments. We then collaborate to determine the optimal investment solutions for your firm.
Working with Clearview means you’re adding a CFA Charterholder® to your team. You will receive an investment professional who has achieved the highest distinction in the investment management profession, dedicated to helping you achieve growth and success.
We offer a flat-fee pricing model: as your business grows so does your profitability.
Bill Roth, CFA
Principal
Clearview Portfolio Consulting was founded and is led by Bill Roth. Bill brings 20 years of financial services experience and has worked as an investment consultant at Merrill Lynch, Senior Research Analyst and Portfolio Manager at an independent broker-dealer and was a partner and Investment Director at a registered investment advisor.
Bill’s expertise revolves around creating asset allocation models, portfolio management, due diligence, security selection and creating customized investment solutions
Bill has bachelor degrees in Economics and Business Management from East Stroudsburg University, an MBA from La Salle University and received his CFA Charter in 2010. He is a member of the CFA Institute and The Financial Analysts of Philadelphia.
Bill can be reached at Bill@clearviewportfolioconsulting.com
Solutions
The investment landscape is constantly evolving. We continuously monitor risks and opportunities across all asset classes and assess their contribution within the portfolio. By taking an independent, objective, and transparent approach to portfolio construction, we are uniquely positioned so that you can provide optimal solutions to your clients.
Our clients will receive monthly commentary and capital market updates that you can white label for client distribution. We structure your monthly investment committee reviews where we review the markets, portfolio performance, risk analysis and adherence to an investment policy statement. Above all you will be getting customized investment solutions along with a collaborative approach unique to your practice.
Working Together
We will provide you with timely commentary and capital market updates, that you are are able to white label and distribute to your investors.
Together, we set formalized monthly investment committee reviews where we will investigate the investment process, philosophy and IPS. We will also provide an in-depth analysis of each model and model holding with detailed research of security replacements. You will also receive review and committee notes for compliance/SEC
Above all you will be getting customized investment solutions along with a collaborative approach unique to your practice.