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.