ClearView was launched in 2014 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 (an online, password protected system) to include Member organization data as well as data from the Investorforce (now Investment Metrics) Foundation and Endowment Universe.
I serve on two foundation investment committees and we have utilized the services of ClearView on both foundations. The data and services provided by ClearView have been invaluable.
Board Member, Vidant Health Foundation and Saint Mary’s College
As a new CEO, I have had the opportunity to support our trustees as they take the Foundation into the future. We have an ambitious vision for our future in this community and need to be sure our investments match our potential to help all who live, work, play here. Finding the ClearView Fiduciary Alliance was a blessing.
President, J. Marion Sims Foundation
Being a member of the Clearview community has been a tremendous benefit for our new Foundation.
President, Foundation for a Healthy High Point
As school administrators and financial managers of Ravenscroft's endowment we constantly seek meaningful, realistic benchmarks and metrics to evaluate the performance of the funds that have been entrusted to us by our donors.
Vice President for Business and Finance – Ravenscroft School
Not only are the quarterly reports informative as we assess our investment portfolio’s performance, but also, Larry and the ClearView team provide highly professional service and advice as varied investment matters present themselves.
Executive Director, Cemala Foundation