The numbers speak for themselves

Your partner in next-level financial growth

100+

Clients Served

Over 100 individual clients have entrusted us with their investment portfolios.

95%+

Client Retention Over More Than a Decade

Our dedication to excellence has resulted a client retention rate over 95%.

$60M+

Assets Managed

We manage over $60M in assets for our clients.

10+

Years of Service

We have managed our clients portfolios for over 10 years.

Team

5 Advisors.
75+ Years of Tech Experience

Meet the minds behind Clear Capital Management
Chief Investment Officer
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Chief Technology Officer
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Chief Operating Officer
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Chief Strategy Officer
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Certified Financial Planner
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2004

Where it All Began

Both Calvin Rose and Eric Rosenfeld built their careers engineering solutions to measure what many would consider unmeasurable.  They first teamed up at Bose Corporation.  They were assigned a mission to create the company’s first computer-based measuring systems, using math to assess the performance of audio speakers and electronics. In 2004 an idea began to percolate between the two men.  If they could use algorithms to answer extremely complex questions for Bose, why couldn’t they do the same within the stock market?

2007

The Natural Selection™ Algorithm

Calvin and Eric teamed up with statistician, Jeff Wesnofske, to develop the Natural Selection Algorithm.  In their eyes money management was a math problem with a definitive solution.  The technical challenge intrigued them and they began their own personal research project.  They developed tools to evaluate various investment models using the scientific method.  Their research quickly exposed critical flaws in the Modern Portfolio Theory, the primary framework used by many investors.  The team's theories evolved into concrete methodologies that could accurately predict and improve investment outcomes.  Clear Capital Management was born.

Today

Equity-Like Long-Term Returns, with Bond-Like Risk Characteristics

Clear Capital Management takes an entirely different approach to money management using a proven proprietary technological approach through the application of Fundamental, Algorithmic, and Technical (FAT) analysis.  We identify risk and safety assets that move opposite to each other during bad equity markets to create true diversification. This in turn creates a non-linear effect where the total portfolio performs better than its constituent parts.

Planning for Tomorrow

Financial Planning

Tom Aichele and Adrian Hovey both serve as our Financial Planners.  Tom and Adrian are experts at helping busy professionals take control of their finances. They craft tailored strategies to build and grow wealth over time. Readily available to serve their clients, they provide expert guidance on everything from budgeting and investments to retirement planning, ensuring your financial goals align with your aspirations.
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step in your financial journey?

Contact us today to take the first step towards
accomplishing your financial goals.

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