top of page

Investment Planning and Advisory Services

The construction of a financial plan is needed before an appropriate investment strategy can be designed and implemented. As an independent Registered Investment Advisory firm Clear Investment Research, LLC has the licenses, experience and tools needed to construct portfolios tailored to your financial plan. We have no products to sell, we research, select, and monitor securities based our relationship with you and our knowledge of your risk, financial goals and investment time horizon and many other attributes defined in your financial plan. An understanding of your current and future tax situation is also considered in achieving tax efficiencies depending on the taxability of the account in which various securities are held. Our portfolio construction process is tailored to your individual needs. We do not try to shoehorn you into a model portfolio available to the masses.

bottom of page