Clearview Advisory

Firm Profile

Clearview Advisory concentrates on all areas of the retirement landscape, allowing clients to focus on their core business. Our attention to detail and documented process improves the effectiveness and efficiency of employer-sponsored savings plans, saving our clients time and money. Our goal is to help protect the plan sponsor while improving the experience at both the plan and participant levels.

Clearview Advisory is our firm’s dba for marketing and branding purposes. CVAGS, LLC is the name of our Registered Investment Advisory firm and was founded in 2001. All retirement plan services and investment advisory business is housed within this SEC registered firm. We do not sell any retail products.

Our areas of expertise include fiduciary processes and policies, investment management and analyses, cost management, and maximizing plan effectiveness through plan design and targeted employee communications.

KEY CONTACTS
Gregory Fiore, (404) 477-0593, gfiore@clearviewadvisory.com

WEBSITE
www.clearviewadvisory.com

PRIMARY MARKET(S) SERVED

  • Micro – (< $1 million)
  • Small – ($1 million – $10 million)
  • Mid – ($10 million – $100 million)
  • Large – ($100 million – $250 million)
  • Mega – (>$250 million)

Our firm services more than 80 clients and $1.5 billion in plan assets. Our client base consists of companies from all sizes and various industries, predominately located on the east coast and midwest.

OPTIONS AVAILABLE

  • 3rd Party Vendor Analysis Tool
  • 3rd Party Investment Analysis Tool
  • Benchmarking Tools
  • Participant Advice/Participant Services
  • CRM/Data Aggregation
  • Allows Fiduciary Declaration 3(21)/3(38)
  • Custom Risk Based/Target Date Models
  • 408(b)(2) – In-House Or Outsourced
  • Plan Design Consulting
  • Consulting On SMAs
  • Plan Sponsor Fiduciary Training
  • Stable Value Analysis
  • Minimum Fee Schedules

Our business model is centered around providing investment consulting and provider search services to the qualified plan marketplace. Although our clients appreciate our expertise in these areas, clients revealed they needed more support on legislation, plan design, compliance, fiduciary, participant retirement readiness, administration, mergers, spin offs and preparing for internal and regulatory audits.

12 Home Office Employees Supporting the Business – All of our clients are managed by a three-person account team, which includes a lead consultant, account manager, and reporting analyst. An investment consultant also supports each team.

 

Key Contacts

Managing Partner: Gregory Fiore

Lead Consultants: Jennifer Pearson, Edward Wojton

WEBSITE
www.ClrviewAdvisory.com