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A Different Approach

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At Clear Rock, we believe it is important to invest a portion of our clients’ assets in a category we call Diversifying and Opportunistic investments. Global economies and markets are more connected than ever, making it difficult to achieve true diversification with a traditional portfolio of stocks and bonds. During the last market downturn, investors...
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The Next 7 Years

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One thing we know is the financial crisis of 2008 created incredible opportunities to own assets of all types at incredibly low entry points.  That was 7 years ago but seems like yesterday to investors who experienced the gut-wrenching feeling of opening a quarterly investment statement and seeing the damage wrought by the market sell-off....
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Diversified Portfolios

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The biggest market challenge today is extremely low interest rates that have persisted for the better part of a decade.  These low rates have pushed bond and stock prices higher over the past few years resulting in lower expected returns going forward.  Bond holders are watching their high coupon bonds issued 10+ years ago mature. ...
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Financial Services Veterans Establish New Firm

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AUSTIN & DALLAS, TX, March 28, 2016 – Three leading Texas financial advisors have announced the launch of Clear Rock Advisors, LLC, a full-service wealth management firm aimed at helping families manage wealth for generations. The firm has offices in Austin and Dallas and specializes in serving high net worth families with customized wealth management...
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