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|About||ClearRock is a fee-only, SEC-registered independent financial planning and investment management firm.|
ClearRock is a fee-only, independent and employee-owned, SEC-registered Investment Advisor (RIA) located in San Francisco, Sun Valley, and Boise. We provide expert and deeply experienced, full-service financial planning and investment management advice along with exceptional, personal client service. What sets us apart is our fresh perspective of the global economy and markets, and the tremendous accountability we maintain with our clients, informed in no small part by our independence from larger, less nimble firms.
We work with individuals and families, non-profit organizations and retirement plans who want to take a prudent, disciplined and broadly diversified approach to preserving and growing their wealth over the long term. From Sun Valley to the Silicon Valley, our mission is to foster financial well-being for our clients.
ClearRock is a fiduciary regulated by the SEC. We are legally bound to the highest standard of care for our clients. We do not receive any trade commissions nor do we have any additional incentive to invest in a specific product or fund name. We use the competitive marketplace to identify investments for our clients, to help them position their wealth to have the greatest impact on their lives.
This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.