CLEARVIEW

ClearView was launched in 2014 as a "project" to help executives and board members of small and mid-size foundations, endowments and nonprofit organizations make more informed investment decisions. We began with a dozen "Beta" members that agreed to share their investment portfolio data to facilitate quarterly peer analysis. In early 2016 we launched the ClearView Peer Reporting Portal (an online, password protected system) to include Member organization data as well as data from the Investorforce (now Investment Metrics) Foundation and Endowment Universe... Not only are the quarterly reports informative as we assess our investment portfolio's performance, but also, Larry and the ClearView team provide highly professional service and advice as varied investment matters present themselves.

Also known as: ClearView Fiduciary Alliance

Primary location: Raleigh United States