Our Philosophy

Our Philosophy

Investment Philosophy:​

The most important piece of any plan is to obtain the goal(s) our clients are trying to accomplish. First, we must assess your tolerance for market fluctuations to build the appropriate amount of risk in your portfolio. The foundation in most of our portfolio’s is based on the modern portfolio theory which is a decades long study encompassing risk vs. reward and the proper allocation of the market sectors. It is our belief that through this strategy the portfolio will be efficient in its returns. We, as well as the top economists, will continue to study this theory.     

At Clear Creek Financial Management we have thousands of investments to choose from. Our commitment to you is to screen all mutual funds, stocks, and separate account managers. The screening process depends on the type of position we are looking to place in the portfolio. Types of screens may include but not limited to: internal fees, historical performance,  Morningstar rating, portfolio manager, turnover, share class, peer review.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Clear Creek Financial Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Clear Creek Financial Management, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place.

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