CLARITY WEALTH MANAGEMENT
INVESTMENT ACCOUNT SERVICES

Clarity Wealth Management uses a number of preferred Investment Accounts and Portfolio Managers for the management of our client’s retirement assets. As our client, you can be assured of professional management of your retirement account, a focus on conservative, value oriented investments, and a commitment to personalized and professional financial advice.

Our investment account services are differentiated at the following levels:

Mutual Fund Portfolio
Account Value: From $25,000 to $100,000

Mutual Fund Portfolios provide our clients with the ability to receive regular retirement income, the opportunity for capital appreciation and to meet other objectives such as saving for education. A discussion of your needs, objectives and financial situation will allow us to tailor the portfolio to your unique situation, and determine the appropriate investments.

Managed Investment Private Pools
Account Value: From $100,000 to $250,000

Reserved for investors with a minimum account value, Managed Investment Private Pools provide a range of investment mandates, differentiated by asset class, investment style, geography, and currency exposure. Private Pools have been designed to deliver the benefits of reduced management fees, the potential to switch within Private Pools on a tax-deferred basis, comprehensive account statements and enhanced portfolio manager commentaries.

Investment Counselor Managed Segregated Accounts
Account Value: From $250,000 to $5 Million

Clarity recommended Segregated Accounts are offered exclusively to our clients at a minimum investment account value of $250,000. Segregated Accounts, managed by our chosen Investment Counselor, are offered at a fee level that is further reduced from the level applicable to either Mutual Fund portfolios or Managed Investment Private Pools.

For the management of accounts in excess of $5.0 million, please consult us in advance.