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Clear Stream Advisors Inc. logo

Clear Stream Advisors Inc.

13835 North Tatum Boulevard
Phoenix, AZ  85032

Our Track Record/Performance

Clear Stream Advisors Inc. image 1As investment specialists, we have implemented the SHARP Investment Method (Copyright 2006, Developed by Clear Stream Advisors) for over 10 years.  During the 6-year period from 2004 to 2009 year end, the Private Portfolio averaged 17.2% while the S&P averaged .1%.

Overview

Clear Stream Advisors has consistently beat the SP500 in returns since inception.

Clear Stream Advisors provides clear advice on enhancing investment returns in an otherwise confusing world of investing.

We focus on 3 goals:

  1. High relative safety (compared to the S&P500)
  2. Improving your rate of return with active, hands-on management.
  3. Tailoring the individual account toward your specific needs & goals.

Our Advantage

We offer:

  • Individual Planning:  Conventional Accounts, Trusts, & IRA’s
  • Low Fees:  fees for management are never more than 1.6% of Assets
  • Flexibility: Client Specific Stocks or Funds.  Specific Tax Buying/Selling
  • Protection: We do not take any custody of funds.   Funds are held at a major brokerage in an SIPC insured account.
  • Clear Stream Advisors Inc. image 2Income generation: Options Hedging and Protection

 
Our Philosophy

We believe in putting our client's interest first.  We do not receive commission on product sales as many brokers do nor do we take any fees on specific fund sales.  We strongly believe that long-term gains are due to consistency over time and focus to that end.

  • Integrity - Our compensation is independent of any investment recommended. 100% of our fees come from a small % of portfolios. We do not receive any commission on products or transactions.
  • Safety - Preservation of capital is imperative; we assess risk management for the longer term.
  • Commitment - We know you have worked hard for your assets so we develop strategies to have your assets work hard for you. We implore solid business acumen daily to hit your goals.
  • Trust - We know clients will only follow an advisor they trust. Therefore, we work diligently on building trust in every aspect of the client-advisor relationship.
  • Foresight - We take time patiently pouring over market data to gain insight that will benefit your future.

   
About Us

Clear Stream Advisors is a registered firm of FINRA

Charles (Chuck) Brokop is the Managing Member of Clear Stream Advisors, Inc.  He is extensively involved with the financial, investment and estate planning for executives, entrepreneurs, athletes, retirees and business entities.

Chuck received his B.S. Degree from Arizona State University in 1984 and his A.A. Degree from College of DuPage in Glen Ellen, IL in 1981.   Chuck has appeared as a guest speaker on various Radio programs in the past including: KFYI, KTAR, KFNN.

Additionally he has educated brokers and other investors on the S.H.A.R.P. method.

Clear Stream Advisors Inc. image 3Chuck enjoys spending time with his two beautiful daughters, Alexis (15) and Camryn (12).  Chuck enjoys fly fishing, ice hockey and the outdoors.
 

Thank you for your inquiry!

 

Please be aware that Clear Stream Advisors Inc. has a portfolio minimum of $100,000 to accept inquiries through this directory.

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