CPA
Clear Point Advisors Inc. Portfolio
Invests via Clear Point Advisors Inc. | Managed by Steven C. Brill, Barry E. Dampf, Robert Levine
Invests via Clear Point Advisors Inc.
Managed by Steven C. Brill, Barry E. Dampf, Robert Levine
Automatically Tracked
Company Profile
Boutique investment advisory firm focused on municipal and fixed-income strategies serving institutional and high-net-worth clients. Clear Point Advisors Inc. provides portfolio management, tax-exempt advisory, and liability-driven investment solutions, emphasizing risk-adjusted returns and duration management. The firm positions itself as an active manager for cash flow forecasting, yield enhancement and credit selection across municipal bonds and related instruments, often collaborating with trustees, public issuers and pension plans on bespoke fixed-income mandates.
Boutique investment advisory firm focused on municipal and fixed-income strategies serving institutional and high-net-worth clients. Clear Point Advisors Inc. provides portfolio management, tax-exempt advisory, and liability-driven investment solutions, emphasizing risk-adjusted returns and duration management. The firm positions itself as an active manager for cash flow forecasting, yield enhancement and credit selection across municipal bonds and related instruments, often collaborating with trustees, public issuers and pension plans on bespoke fixed-income mandates.
Investment Philosophy & Strategy
Specializes in tax-aware municipal and fixed-income portfolio management, prioritizing liability-driven frameworks and duration control to deliver risk-adjusted income for institutional and high-net-worth clients. Employs active credit selection, cash-flow forecasting and relative-value yield enhancement across municipal bond markets, structuring bespoke mandates with trustees, issuers and pension sponsors. Capital deployment favors highly liquid, investment-grade muni instruments with opportunistic non-core credits, guided by conservative risk limits, scenario stress testing and a multi-year liability horizon.
Specializes in tax-aware municipal and fixed-income portfolio management, prioritizing liability-driven frameworks and duration control to deliver risk-adjusted income for institutional and high-net-worth clients. Employs active credit selection, cash-flow forecasting and relative-value yield enhancement across municipal bond markets, structuring bespoke mandates with trustees, issuers and pension sponsors. Capital deployment favors highly liquid, investment-grade muni instruments with opportunistic non-core credits, guided by conservative risk limits, scenario stress testing and a multi-year liability horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.5%
Gain 0%
Monthly
0.49%
Yearly
6.05%
Drawdown
12.58%
$1.26B
Equity
Holdings
$1.26B
Investment
$1.21B
$66.96M
Profit -$5,496.93
Realized
$13.16M
Unrealized
$53.8M
Dividends
$4.52M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
-$5,496.93
Win %
83%
This Week
Compared To Last Week
Gain
0%
Profit
-$5,496.93
Win %
83%
This Month
Compared to last month
Gain
2.23%
Profit
$27.41M
Win %
83%
This Year
Compared to last year
Gain
-51.12%
Profit
-$28.91M
Win %
86%
WT WisdomTree, Inc.
+3.99%
+$36,462.36 
GDXJ VanEck Junior Gold Miners ETF
+3.15%
+$6,242.34 
GDX VanEck Gold Miners ETF
+2.97%
+$8,253.63 
T AT&T Inc.
+2.52%
+$8,599.08 
VZ Verizon Communications Inc.
+2.49%
+$9,536.67 
JPM JPMorgan Chase & Co.
+2.31%
+$1.06M 
TSLA Tesla, Inc.
+1.82%
+$7,061.6 
STT State Street Corp
+1.69%
+$106,468.06 
ET Energy Transfer L.P.
+1.65%
+$3,100 
FR First Industrial Realty Trust Inc.
+1.24%
+$2,682.42 
FBRT Franklin BSP Realty Trust Inc.
+1.21%
+$1,706.8 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$12,914.8 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$3,895.8 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$12,357.93 
JNJ Johnson & Johnson
+1.07%
+$6,835.14 
PVAL Putnam Focused Large Cap Value ETF
+1.06%
+$8,945.64 
PFL PIMCO Income Strategy Fund
+1.05%
+$451.36 
V Visa Inc. Class A
+1.05%
+$5,748.18 
FMBH First Mid Bancshares Inc.
+1.02%
+$2,085.39 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$7,247.6 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$10.05M 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$9,864.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$3,964.59 
ED Consolidated Edison, Inc.
+0.84%
+$8,967.6 
FTXG First Trust Nasdaq Food & Beverage ETF
+0.8%
+$5,272.18 
MA Mastercard Incorporated
+0.71%
+$3,542.87 
FYC First Trust Small Cap Growth Fund
+0.69%
+$6,279.93 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$3,046.37 
CGXU Capital Group International Focus Equity ETF
+0.66%
+$13,966.06 
CGDV Capital Group Dividend Value ETF
+0.66%
+$20,303.04 
AVDE Avantis International Equity ETF
+0.59%
+$11,189.89 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$37,292.41 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.57%
+$51,558.87 
WCMI First Trust WCM International Equity ETF
+0.52%
+$1,233.9 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$25,074.98 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$11,016.32 
LEO BNY Mellon Strategic Municipals, Inc.
+0.47%
+$137.13 
GOOG Alphabet Inc
+0.45%
+$2,048 
FAUG FT Vest U.S. Equity Buffer ETF
+0.34%
+$1,396.5 
FMAY FT Vest U.S. Equity Buffer ETF
+0.33%
+$4,982.57 
FNOV FT Vest US Equity Buffer ETF
+0.32%
+$2,449.59 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.31%
+$794.9 
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.23%
+$640.87 
BSL Blackstone Senior Floating Rate Fund
+0.23%
+$2,563.95 
IQI Invesco Quality Municipal Income Trust
+0.2%
+$28.22 
YMAR FT VT International Equity Market Fund - Class B
+0.19%
+$1,043.52 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.18%
+$1,730.92 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.18%
+$2,297.18 
NVDA NVIDIA Corporation
+0.16%
+$1,331.2 
AZBA AllianzIM U.S. Large Cap Buffer20 Apr ETF
+0.14%
+$1,261.48 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.13%
+$990.4 
BAR GraniteShares Gold Trust
+0.12%
+$4,694.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$14,582.6 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.11%
+$693.72 
MSFT Microsoft Corp.
+0.1%
+$820.78 
YJUN First Trust International Equity Moderate ETF
+0.09%
+$327 
GLD SPDR Gold Shares
+0.06%
+$314.16 
FFA First Trust Enhanced Equity Income Fund
+0.04%
+$263.85 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$1,046.4 
VOX Vanguard Communication Services ETF
+0.03%
+$2,251.05 
FFTY Innovator IBD 50 ETF
+0.02%
+$4,186.85 
BYM BlackRock Municipal Income Quality Trust
0%
$0 
XFEB
0%
$0 
ISSC Innovative Solutions & Support, Inc.
-4.59%
-$8,900 
AAPL Apple Inc.
-1.52%
-$65,979 
AMZN Amazon.com Inc
-1.23%
-$14,418.11 
NFLX Netflix, Inc.
-1.14%
-$3,696.75 
PML PIMCO Municipal Income Fund II
-1.06%
-$641.2 
MCK McKesson Corporation
-0.4%
-$1,227.74 
DIS The Walt Disney Company
-0.3%
-$717.6 
META Meta Platforms Inc Class A
-0.26%
-$1,238.31 
DCRE DoubleLine Commercial Real Estate ETF
-0.14%
-$10,048.01 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.06%
-$206.61 
HYBX TCW High Yield Bond ETF
-0.03%
-$337.42 
IBIT iShares Bitcoin Trust
-0.03%
-$606.36 Events
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Dividends
Dividend Analysis
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| Trades 1818 | Longs Won 1326/1818 72% | Profit Factor 94.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $563,561.17 |
| Average Win $51,039.12 | Best Trade (Jun 14) $22.54M | Sharpe Ratio -8.73 |
| Average Loss -$1,456.33 | Worst Trade (Jun 14) -$144,342.18 | Z-Score -10.95 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 2d | Expectancy $36,832.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1M | 900,000 | 800,000 | 700,000 | 600,000 | 500,000 | 400,000 | 300,000 | 200,000 | 100,000 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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