CRD: 165404
Clearwater Investment Management LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-16-2012
- Office Locations
- 1
Office Locations
About Clearwater Investment Management LLC
Clearwater Investment Management is a fee-only, independent RIA (founded 2012) led by CFA Ron Granberg, providing portfolio management and financial advice to individuals and organizations. Portfolios are managed in separate accounts at Interactive Brokers, using primarily low-cost index mutual funds/ETFs and guided by cyclical and technical market analysis aimed at managing drawdowns and identifying opportunities. No revenue sharing or product cross-sell.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
RONALD OSCAR GRANBERG JR.
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #6115083
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,602,234,462 | 100.0% |
| Total | $3,602,234,462 | 100.0% |