Our Story

Now a major provider of Investment Adviser/OCIO Search Consulting, ClearView has grown rapidly since its founding in 2014.

The firm was conceived initially as a “project” to help executives and board members of small and mid-size foundations, endowments and nonprofit organizations make more informed investment decisions. We began with a dozen “Beta” members that agreed to share their investment portfolio data to facilitate quarterly peer analysis. In early 2016 we launched the ClearView Peer Reporting Portal (a confidential, online, password protected system) to include Member organization data as well as data from the InvestorForce (now Investment Metrics) Foundation and Endowment Universe of over 1100 such organizations from around the country.

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