Clearview Portfolio Consulting claims to be a leading wealth management firm headquartered in New York, stating its mission is to serve ultra-high net worth families, foundations, and endowments. The company's website describes services including bespoke investment strategies, financial planning, and portfolio management. Despite these claims, the firm is not registered with major US regulators like the SEC or FINRA and has been the subject of several public warnings from European financial authorities who have identified it as an unauthorized and potentially fraudulent entity.

Founded in

United States