As one of the fastest-growing areas within the financial services industry, Registered Investment Advisors (RIAs) are fueled by a fiduciary mindset, an entrepreneurial spirit, and an unyielding desire to meet a broad range of client needs.
What sets ClearRock apart is the quality of service we provide. Whether you are a seasoned investor or developing your first financial plan, our team of experienced advisors understands the importance of being accessible, attentive, and transparent in our approach.
• We act as fiduciaries for our clients, legally bound to the highest level of care. Our clients’ needs are at the forefront of everything we do.
• We are nimble in our approach providing comprehensive wealth management advice. Unlike larger firms, we are more flexible and faster in adapting to changing economic and market conditions. Most importantly, we engage in continuous dialogue and education with our clients to best understand their objectives and improve decision-making.
• We are conflict-free. Our transparent fee-structure means that our business grows as your portfolio grows. We are a fee-only advisory firm, which means that our clients’ fees are based on a percentage of the assets that ClearRock manages. Our clients take comfort in knowing that we do not receive any trade commissions or have any incentives to recommend a specific investment product.
Choosing the right advisor is important
Pay attention to the three “C’s:” custody, conflict, and competence. We encourage you to ask yourself the following questions:
• Custody: where are my funds being held?
• Conflict: is my current advisor selling me a product or does he/she have my best interest in mind?
• Competence: as Napoléon once said, “Never ascribe to malice that which adequately can be explained by incompetence.” Does the financial guidance I receive truly reflect my goals? Could I get more personalized attention from my advisor? Does my advisor’s credentials meet my needs?
If you are curious in learning more about ClearRock, contact us today. 877-726-8858 | firstname.lastname@example.org