Investment Management

An educated client is an empowered client and in sharing our knowledge we can help you make smarter investment choices more authentic to you.

INVESTMENT SERVICES

THE CLEARPATH MISSION

Our goal is to help you plan and achieve the life you deserve to live.
Your investments need to be aligned with your life goals.

As an independent advisor partnering with Cetera Financial Specialists, we focus on forward-thinking research to carefully select institutional portfolio managers who look to add value on a risk-adjusted basis. This disciplined approach is designed to help pursue your long-term financial goals.

We strive to ensure that your investments are working in alignment
with all of your financial decisions to achieve a well-deserved life.

What We Believe

When you completely understand your financial picture, you make better investment decisions. Understanding “Why” you have to invest is a main focal part in our strategy.

Complimentary Consultation

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

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Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

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