Built for the next century of wealth.
Founder & CIO
Matthew founded ClearView with a distinct focus on active equity portfolio management. Unburdened by legacy wirehouse bureaucracy, he built an independent firm where investment discipline, agility, and intellectual honesty come first. Matthew operates under the belief that successful families deserve a dedicated investment specialist who actively manages risk, coordinates seamlessly with outside tax and legal professionals, and prioritizes absolute Fiduciary alignment above all else.
To eliminate the risk of fraud, ClearView Private Wealth adheres to a strict separation of powers. We manage the strategy; we do not hold the cash.
To ensure the safety of client assets, ClearView Private Wealth utilizes Charles Schwab & Co., Inc. as our primary custodian. This provides our clients with independent third-party verification, SIPC insurance protection, and the security of a global financial institution.
As a Registered Investment Adviser, we are legally bound to the highest standard of care in the financial industry.
Traditional brokers operate under a "suitability" standard, which allows for the sale of commission-based products. As an independent Registered Investment Adviser (RIA), ClearView operates under a strict 100% fiduciary standard. We are legally obligated to put your financial interests ahead of our own at all times. Our independence means we do not sell proprietary products; we manage capital objectively and transparently.
We do not blindly liquidate portfolios. We recognize that realizing massive capital gains can destroy wealth overnight. Instead, we conduct a meticulous tax-lot analysis of your existing holdings. We then design a strategic transition plan utilizing tax-loss harvesting and strategic asset location to migrate your capital into our target allocations over time, actively minimizing your tax liability.
We partner with high-net-worth individuals, business owners, and successful professionals who have built significant capital. Our clients have outgrown traditional 60/40 portfolios and are seeking a sophisticated, transparent framework to preserve and compound their wealth. They value intellectual honesty, absolute alignment, and active risk management.
It ensures absolute alignment. In our Performance Partnership model, we utilize an inherent High-Water Mark, meaning our performance fee is only calculated on new profits above your portfolio's highest previous value. We charge $0 in performance fees on recovering assets.
While we cannot predict the future, our dynamic asset allocation process is built specifically to address volatility. If our risk models signal a breakdown in market structure, we have the mandate to raise liquidity or utilize defensive hedges. We view cash not as a lack of return, but as strategic capacity to acquire high-quality assets when they become undervalued.
Absolutely. ClearView utilizes Charles Schwab & Co. as our third-party custodian. We do not hold your cash or assets. They sit in a segregated account in your name at Schwab. We only have authority to execute trades and deduct agreed-upon advisory fees. You can log in to the Schwab alliance portal 24/7 to verify your balance independently.
While passive indexing has its place, it exposes capital fully to downside market cycles. Our active strategies are designed to complement traditional allocations by actively managing risk, mitigating downside volatility, and seeking to smooth the investment journey over the long term.
Fundamental analysis helps us identify what to buy. Technical analysis helps us identify when to buy. Analyzing price action allows us to better understand market sentiment and avoid deploying capital into assets with deteriorating market structures.