Asset Allocation

At Clear Perspective Advisors, we believe that the asset allocation decision is the most important aspect of portfolio construction.

We focus on disciplined diversification that supports your investment objectives. We believe that inexperienced investors oscillate between greed and fear, creating potential opportunities for experienced investors. We balance the patience of long term investing with pragmatism by dynamically adjusting portfolios in an effort to manage risk and take advantage of potential intermediate term themes presented by market volatility.

Our decisions are grounded in objective research and analysis. Our open-architecture investing gives us the flexibility we need to evaluate the full range of options.

We start with a clean sheet of paper and maintain portfolio strengths while introducing ways to complement existing portfolio exposures. We strive to achieve the appropriate balance between long term strategic discipline and short term, tactical shifts to navigate volatile markets and seek optimal returns.

Our Locations

Aurora Location

  • 201 N. Constitution Dr, Suite 2
  • Aurora IL. 60506
  • Phone: 630-780-1701
  • Fax: 630-780-1702
  • Map and Directions »

St Charles Location

Contact Us

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Securities offered through Ausdal Financial Partners Inc. Member FINRA/SIPC 5187 Utica Ridge Road, Davenport, IA. 52801 563-326-2064 Clear Perspective Advisors and Ausdal Financial Partners are separately owned and operated companies.