Broker Check

Our Financial Partners

Partners - TD Ameritrade Logo

We are committed to the safety of your investments. For your protection, we work with an independent firm, TD Ameritrade Institutional, to custody your assets, execute buys/sells of securities, and provide regular reporting. This separation of duties obviously cannot protect against market fluctuation of investment values, but it does safeguard against the type of embezzlement and theft that has been recently in the news. (Bernie Madoff did not have a separate, independent custodian!)

Partners - Dimensional Logo

We use the very low-cost, institutional-class mutual funds offered by Dimensional Fund Advisors (DFA). DFA works only with fee-only, fiduciary advisors who have been chosen after a rigorous screening process by DFA's management, which includes Nobel Prize-winning economists Ken French and Eugene Fama. 

Partners - Morningstar

Investments selected for our client portfolios are carefully screened and evaluated by Clear Perspectives utilizing data from a leading independent investment research firm, Morningstar. We offer all of our clients access to a Morningstar webportal where they can see detailed account information along with a consolidated summary of their investment portfolio.

Other Partners

We proudly use MoneyGuidePro, the #1-rated software for financial planning, and iRebal, the top "intelligent rebalancing" software for investment portfolios.

Clear Perspectives Financial Planning is a top Cincinnati financial advisor on!