Clear Investment Research, LLC
Clear Investment Research, LLC is an independent, Atlanta-based SEC Registered Investment Advisor offering wealth management, financial planning, and retirement plan consulting services. With over 35 years of professional experience, the firm builds tailored portfolios and comprehensive financial plans for individuals, families, and businesses, focusing on customization, tax efficiency, and ongoing portfolio monitoring. They serve clients seeking a personalized approach to investment management and financial wellness through fiduciary, fee-based advisory services.
Investment Strategy
Clear Investment Research develops personalized investment strategies based on each client’s unique financial plan, considering individual risk tolerance, investment time horizon, goals, and tax situation. Rather than using standardized model portfolios, the firm constructs, selects, and monitors securities tailored to meet clients’ evolving needs, aiming for optimal tax efficiency and portfolio performance. All investment decisions are made with the client’s best interests as a fiduciary, and portfolios are continually reviewed and adjusted as client situations and market conditions change.
Top Holdings
Equity Positions (226)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.11% | $9.6M | 15,463 | $329.86 | $620.90 | +$770.4K |
G GPK | GRAPHIC PACKAGING HLDG CO | 8.16% | $6.5M | 307,163 | $21.08 | $21.07 | +$677.3K |
E EDV | VANGUARD WORLD FD | 7.28% | $5.8M | 85,798 | $79.30 | $67.30 | -$1.2M |
F FBND | FIDELITY MERRIMACK STR TR | 4.67% | $3.7M | 80,989 | $46.02 | $45.75 | -$70.9K |
A AAPL | APPLE INC | 3.77% | $3.0M | 14,583 | $121.46 | $205.17 | -$301.0K |