From Law Enforcement to Investment Advisors
Though officially founded in 2007, the ClearView Investments story truly began back in 2003, when Tim and Karl were serving as police officers. One night, as they were watching “Monday Night Football” with a handful of colleagues, someone posed the question: “If you weren’t a cop, what would you do?” Both Tim and Karl expressed an interest in getting licensed to work in the financial industry, and it was then they discovered a shared desire: to help people avoid investing pitfalls.
Together, they enrolled in and completed the required licensing classes and began working for a large national financial broker-dealer. Unfortunately, it didn’t take long for them to witness common industry practices that were not in clients’ best interests.
These common but unethical industry practices didn’t align with their deeply held convictions to protect and serve others. They knew their clients deserved better, so they launched ClearView Investments, an independent Registered Investment Advisor that passionately puts clients’ best interests first—every time.