Investment Offerings : Clear Capital Management

Achieve your financial goals with lower risk.

Clear Capital has analytical stock selection technology, risk management strategies, and holdings transparency so our clients achieve their financial goals with lower risk of losses.

Our portfolios offer a range of risk levels from low risk to higher risk along with passive and active risk management

Where is your Comfort Zone?

Clear Capital Management offers different types of passive and vigilant investment management services to match your investment comfort zone, risk tolerance, and tax requirements.

If you have a financial advisor, your advisor can engage us as a sub-advisor - please have them contact us. If you are an individual investor and are looking for a financial advisor, please reach out to us directly at the email address below.

Contact: Investment.Information@clearcapitalmanagement.com for more information

InvestSmart™ Portfolios

The InvestSmart 17 equity portfolio aims to produce equity returns with less risk than the S&P 500. This is achieved by holding 65% of the equity portion in equities chosen for their stable return characteristics with a smaller 30% portion held in equities methodically chosen for their high growth characteristics. 5% is held in cash.

If desired to match risk tolerance of the investor, the equity portion can be combined in a passive allocation using the Vigilant Safe portfolio containing safe haven assets such as U.S. Government Treasury ETFs, cash, and sometimes gold ETFs to further minimize downside risk.
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InvestSmart Minimum investment starting at $30,000 for InvestSmart 17 Pure Equity

InvestSmart 17 Pure Equity
InvestSmart 17 Strong
InvestSmart 17 Moderate
InvestSmart 17 Stable

Partner's Portfolios using SectorAware

The Partner’s portfolios are designed for lawyers, accountants, and financial professionals who can’t invest in the equities of their clients; or for investors who want to manage a smaller account such as a growing college fund. The Partner’s series uses Sector ETFs to simulate the performance of the Vigilant Risk Managed Equity™ portfolios.

Sector Aware Minimum investment starting at $6,000

Sector Aware

Vigilant Risk-Managed Equity™

The Vigilant Risk-Managed Equity portfolios are designed for investors who want a vigilant risk-managed investment approach combined with our proprietary Natural Selection™ stock picking algorithms. Natural Selection selects stocks likely to produce returns with certain characteristics while Adaptive Intelligence™ metrics and algorithms modify the risk exposure as market conditions vary.

Vigilant Risk-Managed Equity Minimum Investment = starting at $50,000 for Vigilant 17

Vigilant 17
Vigilant 17 Strong
Vigilant 17 Moderate

Vigilant Risk-Managed Equity Portfolio Composition

The majority of the equity holdings are in stocks analytically selected for their stable return characteristics, while a smaller portion of the equity holdings are held in stocks selected for their growth potential. As market conditions vary, the amount of equity exposure increases or decreases as appropriate to maximize returns and avoid large losses.

How Adaptive Intelligence Protects You

During good markets Adaptive Intelligence increases equity exposure to 95% while during bad markets, Adaptive Intelligence decreases equity exposure to as low as 30%. The remainder of the portfolio during bad markets is held in safe haven assets such as U.S. Government Treasury ETFs, cash, and sometimes gold ETFs.

This type of Vigilant Risk-Managed Equity approach should have a place in every investor's portfolio allocation strategy to help manage the risks and opportunities presented by bubble markets and herd behavior.

Balanced Strategies. Rigorously Tested.

All of our strategies are crafted not only for return, but also to limit risk exposure. Our risk management techniques include either active or passive risk management, or both. Because of the quantitative nature of our strategies we are able to use a variety of methods to test our strategies. Before we offer a strategy to a client we make sure that it works well over decades of historical data, responds well to stress testing, and matches your risk tolerance.

Bring your investment requirements to us and let us show how our strategies can best serve you.

Contact: Investment.Information@clearcapitalmanagement.com for more information

Investment Offerings - Invest Smarter™