Institutional-grade portfolio construction and comprehensive planning, with transparent fee structures tailored to your specific stage of wealth.
ClearView Private Wealth is an independent investment firm specializing in active equity portfolio management. We serve successful individuals and families who require a more deliberate, valuation-driven approach to their capital.
For clients seeking holistic financial planning, tax optimization, and active portfolio management. We utilize a traditional, transparent advisory structure to build, preserve, and transition your wealth efficiently across generations.
For qualified clients seeking alternative fee structures. We align our success with yours through a performance-based allocation, paired with an inherent high-water mark, ensuring our focus remains entirely on delivering risk-adjusted returns.
Two distinct engagement models. One fiduciary standard.
Holistic Planning & Growth
Designed for professionals, business owners, and families seeking a holistic approach to their financial lives. This tier grants you access to our active investment management strategies, alongside comprehensive tax, estate, and retirement planning.
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Alternative Fee Structures
Available to Qualified Clients seeking direct alignment. This model utilizes a 0% fixed management fee, where our compensation is derived exclusively from a performance allocation on new profits generated above a strict high-water mark.
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We believe that risk-adjusted returns are engineered through discipline, not speculation. We utilize a Valuation-Driven Framework to assess economic data and market structure. When assets become overvalued, we tactically reduce exposure to seek to preserve capital. When market dislocations occur, we strategically deploy capital into high-quality assets. We actively manage risk to smooth the investment journey.
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I founded ClearView because I believe successful families deserve the same investment discipline, risk management, and alignment traditionally reserved for the largest pools of capital.
We specialize in active equity portfolio management. We don't try to replace your CPA or your estate attorney; we coordinate with them to ensure your investments are managed with precision. Our focus is singular: delivering risk-adjusted returns through disciplined execution and unwavering Fiduciary alignment.
As an independent fiduciary, our only mandate is to maximize the probability that your capital survives, compounds, and remains useful across generations.
- Matthew Agnetti, CIO