Investment Management Tailored Strategies
The personal CFO Advantage
Most investors are given “one-size-fits-all” portfolios. But as you approach retirement, your financial life demands more: a strategy that blends growth, income, and tax efficiency while protecting against risk.
A Personal CFO ensures that your investment portfolio is coordinated with your retirement income, tax planning, and estate strategy. Clearview provides access to best-in-class solutions—ETF’s, separate account money managers, and multiple platforms—so your portfolio is always tailored to your unique circumstances, not a cookie-cutter model.
Clearview designs portfolios using a “bucket” approach to meet income needs, manage risk, and maximize the growth potential of your customized portfolio. Successful investing is all about successful planning. We’ll help create both long-term (strategic) and short-term (tactical) asset allocation and management plans in line with the recommended asset mix.
Bucket | Purpose |
|---|---|
Capital Preservation | Short-term investments for immediate needs and emergency cash flow. |
Income with Moderate Growth | Stable investments generating income while keeping up with inflation. |
Growth and Income | Balanced mix of dividends and moderate growth. |
Growth | Long-term investments building value for mid to late retirement needs. |
High Growth | Higher-risk, higher-return assets for long horizons and legacy goals. |
Why this works best for retirement income planning
Cash Flow Confidence
Reliable income year by year, providing confidence about market ups and downs.
Risk Control
Investments are matched to time horizons so short-term needs are maintained while long-term money grows.
Balanced Returns
Balances safety and growth to maintain lifestyle and extend wealth over a lifetime.
