invest@clearrockadvisors.com
512.735.0222

Our Investment Process

Clear Rock’s investment process begins with a client consultation to gain an understanding of their financial needs. We then create customized portfolios that incorporate expectations for capital market returns and risk assumed to capture the returns. Though each client is unique, we follow the same disciplined process to ensure all clients receive our best thinking.
Discovery

Discover Client Needs

Clear Rock’s investment process begins with a client consultation to gain a clear understanding of their financial goals.

Develop

Develop Market Return Expectations

We then develop customized portfolios that incorporate expectations for capital market returns and risk assumed to capture those returns.

Identify

Identify Optimal Investments

We identify optimal investments for each portfolio through research and due diligence on asset classes being considered.

Construct

Portfolio Management

Clear Rock has a well-defined sell discipline that ensures investments performing in line with expectations are held—those that are not are eliminated.

Monitor

Investment Monitoring and Reporting

Our personalized performance reporting is detailed, fully transparent and available in multiple formats, including in person reviews, online communication and mailed reports.