Clear Capital Management
Operates Differently

Philosophy

As a busy professional in a demanding industry, you need a financial partner who understands the complexities of your life and offers modern, effective solutions. Our scientific approach to investing ensures your portfolio adapts and evolves with the market, while our agile financial planning process creates a personalized, flexible plan that aligns with your unique lifestyle. With us by your side, you can focus on what matters most, knowing your financial future is in expert hands and optimized for success.

We're on the same wave length

We're like-minded
Our resumes include many of the biggest names in the industry, including: Edward Jones, TDAmeritrade, Merrill Lynch, Smith Barney, Salomon Brothers and more.

We're here to champion you

We're on your side
We intend to be part of your legacy for years to come. We communicate often, and we want to hear from you!

We're advisors, not salespeople

We're driven by data
We let the numbers do the talking, which means you're money will be in safe hands guided by fiduciary advisors.

We've got bold ideas

We're opionated
We believe money management should keep pace with advancements in modern technology. By leveraging cutting-edge tools and data-driven insights, we can create smarter, more adaptive strategies that align with today’s fast-changing financial landscape.

This is our calling

Passion drives us
We help individuals and families achieve their dreams and secure their future. We thrive on crafting strategies that make a meaningful impact, guiding clients toward financial independence, and navigating the complexities of wealth building with personalized solutions.

We bring the tech

We're technology experts
We use the best tools, period. We've built them! From the best minds in the business, we've developed industry-leading client reporting, financial planning, risk management, and trading tools.
FAQ

Quick answers to your questions about Clear Capital Management

What is Clear Capital Management's mission statement?

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How many clients do you serve, and will I get personalized service when I call?

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What should I expect when working with a Financial Advisor?

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Where will my assets be held?

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What are the benefits of moving to an independent advisor model?

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Where will I be able to view my accounts?

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Where is your office located?

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Why did Adrian join Clear Capital Management?

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Will Adrian's client's costs be different?

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How will Adrian's clients make the transition to Clear Capital Management?

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Ready to take the next
step in your financial journey?
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Contact us today to take the first step towards
accomplishing your financial goals.
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PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THERE IS NO GUARANTEE THAT ANY INVESTMENT WILL ACHIEVE ITS OBJECTIVES, GENERATE PROFITS OR AVOID LOSSES. Any views, statements, and forecasts expressed in this website, and in any posted materials are those of Clear Capital Management, as of the date indicated, are subject to change without notice, and may not come to pass. Due to various risks and uncertainties, actual events, results or performance may differ materially from those reflected or contemplated in any forward-looking statements. Clear Capital Management has no obligation to provide revised assessments in the event of changed circumstances. There can be no assurance that the strategies described will achieve their objectives and goals. The statements contained herein do not constitute a recommendation of any specific security, strategy, or investment, and does not constitute investment advice.