Wealth Strategist, CFP
Clear Rock Advisors, LLC is a Texas-based SEC Registered Investment Advisor that specializes in comprehensive financial planning and investment management services for high-net-worth clients. We are seeking to add an experienced Wealth Strategist to our team to support the firm’s... Read More →
Financial Services Veterans Join Clear Rock Team
Clear Rock Advisors is pleased to announce the addition of two financial services veterans to its team to head up its new office in Kerrville, Texas. Royce G. Itschner, CPA, CFP® will serve as the Managing Director of the new... Read More →
The Race is On…. For Low Commissions & Fees
At the inception of Clear Rock Advisors, Schwab’s per trade commission rate for U.S. stocks and ETFs was $8.95. In February, Schwab lowered their rate to $6.95. Effective March 3, Schwab has lowered their trade commission yet again to $4.95,... Read More →
Clear Rock Advisors Outsourced RIA Solutions
Clear Rock Advisors outsources its proven investment expertise and state-of-the art back office and portfolio administration to empower select strategic partners to serve clients with sophisticated, institutional, and cost-effective investment solutions. Outsourced CIO At the heart of the RIA Solutions... Read More →
Reasons For Optimism
Stocks have failed to surpass the highs set last year and have even broken down in some parts of the world. So, where is the downward pressure coming from? The most obvious recent pressure is political. The surprise vote from... Read More →
Financial Services Veterans Establish New Firm
AUSTIN & DALLAS, TX, March 28, 2016 – Three leading Texas financial advisors have announced the launch of Clear Rock Advisors, LLC, a full-service wealth management firm aimed at helping families manage wealth for generations. The firm has offices in... Read More →