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We replaced the industry-standard "set it and forget it" model with active capital management and fee structures built for total alignment.
The industry standard is broken. Most firms charge a fee based on assets, not results. We believe an advisor should only succeed when the client does.
The advisor charges a % fee regardless of performance. If your portfolio drops 20%, they still collect their fee. This creates a misalignment: Their goal is to accumulate clients, not necessarily to generate alpha.
We offer a structure with 0% Management Fees for qualified accounts. We only earn a performance allocation when we generate new profits above your High-Water Mark. If we don't make you money, we don't get paid.
Two distinct engagement models. One fiduciary standard.
For The Builders
High-Income Earners ($250k+) in the Accumulation Phase. You have the income, but you lack the time or strategy to compound it efficiently. This tier grants you access to our institutional-grade active management strategies to accelerate your path to the $2.2M threshold.
Discover The Accelerator
For The Partners
Qualified Clients ($2.2M+ Net Worth) seeking Total Alignment. The ultimate alignment of incentives. We remove the conflict of "asset gathering" by eliminating the management fee entirely. We invest alongside you, earning our keep only when we deliver new profits.
Explore The Partnership
Market prediction is a fool's errand; no one knows what tomorrow holds. Instead of guessing, we utilize a Valuation-Driven Framework. We do not guess where the wind will blow; we adjust our sails based on the data. When assets are strictly overvalued, we trim to raise cash. When market dislocations occur, we deploy that capital aggressively. We don't pray for returns; we engineer them through discipline.
View The Protocol
I founded ClearView to solve the fatal flaw of the financial industry: The misalignment of incentives. Too many firms profit regardless of your results. I refused to accept that model.
I sit on the same side of the table as my clients. I invest my own personal capital using the exact same strategies I deploy for you. If the portfolio underperforms, I feel it in my own account. That is the only true definition of alignment.
We answer to no board of directors, no shareholders, and no third-party product manufacturers. We answer only to the performance of your portfolio.
- Matthew Agnetti, CIO