Frequently Asked
Questions

• Roth IRA

• Traditional IRA

• SIMPLE IRA

• 401(k) Rollovers

• Individual Accounts

Yes, but for most people, you may only rollover your 401(k), 403(b), or 457 if it’s coming from a former employer. By doing a “direct rollover” you avoid paying early withdrawal penalties and taxes.

Studies show that there is a growing correlation between strong ESG practices (environmental, social, and governance) and competitive individual stock or fund performance. To read more about these studies and to see how sustainable indexes have performed versus the S&P 500 click here.

No. ClearView creates individualized investment portfolios for their clients using funds professionally managed by Dimensional Fund Advisors.

ClearView investment portfolios are designed to be invested over the long term. However, all or a portion of your investments can be sold any day the markets are open, and you will typically receive your money within four business days after your investments are sold.

Until now, investing has meant doing it yourself or having a large investment in order to hire a professional advisor (often with little or no Investing Sustainably experience).

We believe that smart and independent advice should be available to all, not just the privileged few. ClearView Investments levels the playing field with low opening investment amounts and an annual fee you can understand. ClearView charges a transparent, all-inclusive annual platform fee. The only additional cost is the individual operating expenses charged by the underlying DFA mutual funds, which has a combined average of about 0.25% per year.

ClearView Investments' blended platform fee is automatically debited from the client’s account at the end of each quarter based on the average daily balance. In cases where the account has been invested for a partial quarter, the fee is pro-rated based on the number of days it was under management.

With ClearView Investments you will get your own, personal advisor to help you determine what type of account is best for you, whether it be a Roth IRA, Traditional IRA, SIMPLE IRA, SEP IRA, or personal account. You will also get personal help and guidance to rollover an old employer retirement plan such as a 401(k).

Questions about retirement planning, we can help with that too. All you have to do is schedule a call or meeting with your personal ClearView advisor.

Like all market investments, the mutual funds within ClearView portfolios will rise and fall with the market and subject your portfolio to gains and losses. While these fluctuations make it impossible to predict the market over the short term, historic data shows that over the long term the market has increased in value. In addition to market risk, mutual funds are subject to risks relating to global economic conditions and interest rate fluctuations.