A thoughtful approach to investing includes an understanding of portfolio basics. Whether you are seeing an investment pyramid for the first time or revisiting fundamentals, it is important to recognize and understand the risks that you may be taking in your investment posture. Markets are not singularly directional. By considering overall portfolio construction, a sound basis for investing can be established. Often overlay strategies to these core positions are required to meet various investor objectives.
Each portfolio group contains four distinct portfolios designed with similar risk profiles, but approached in a way to give investors the flexibility to choose which style is right for them. The four types are defined as:
Clearview Core Mutual Fund – Our primary core portfolios constructed with active managers and use no load, no transaction fee funds for low cost access and no cost rebalancing.
Clearview Core Institutional Mutual Fund – Identical active managers as our Core mutual fund portfolios, but with lower internal expenses and a small transaction fee. Ideal for larger ($200k+) accounts with infrequent rebalancing needs.
Clearview ETF – For those interested in high quality, low cost access but wanting to eschew active management for a more passive index-oriented approach.
Clearview NF ETF – Our ultimate low cost, no transaction fee solution for a passive investment approach. Ideal for small sums and start-up accounts.
Clearview Principal Protection (example)
Clearview Principal Protection Instl.
Clearview ETF Principal Protection
Clearview NF ETF Principal Protection
Clearview Conservative Portfolios have all the elements of a well diversified portfolio, but allocated in a way to keep risks low while increasing potential returns above cash and short term investment levels.
Clearview Conservative Instl.
Clearview ETF Conservative
Clearview NF ETF Conservative
Clearview Income Portfolios are geared toward income generation with a component to deal with rising inflation over time.
Clearview Income Instl. (example)
Clearview ETF Income
Clearview NF ETF Income
Clearview Income W/Growth
Clearview Income W/Growth Instl.
Clearview ETF Income W/Growth
Clearview NF ETF Income W/Growth
Clearview Growth W/Income
Clearview Growth W/Income Instl.
Clearview ETF Growth W/Income
Clearview NF ETF Growth W/Income
Clearview Moderate Growth
Clearview Moderate Growth Instl.
Clearview ETF Moderate Growth (example)
Clearview NF ETF Moderate Growth
Clearview Growth Instl.
Clearview ETF Growth
Clearview NF ETF Growth
Clearview Aggressive Growth Portfolios are a diversified mix of growth assets geared toward the aggressive accumulation of wealth and intended for investors with a long time horizon and a high temperament for risk.
Clearview Aggressive Growth
Clearview Aggressive Growth Instl.
Clearview ETF Aggressive Growth
Clearview NF ETF Aggressive Growth (example)