Investment Products

Which Investment Product
is Right for You?

At Clear Mountain Investments, we are dedicated to providing a full array of investment product options for your financial planning needs. Whether you are looking for Mutual Funds, Fixed and Variable Annuities, or Managed Accounts, our team can help you through the process to determine your options. We also offer both 401K and Simple IRAs for your retirement needs.

Our Investment office is located in Morgantown, WV and proudly services North Central West Virginia and Oakland, Maryland. Contact our team today to learn more.

View Investment Products

Be sure to view the various investment products you have access to through Clear Mountain Investments to see which may be suitable for you. We invite you to contact our team to help guide you through the various financial products.

Managed Accounts

An account (active or passive) using manager models with multiple different investment strategies which includes tax efficiency and rebalancing of funds. Portfolios built to the individual needs of your personal situation.

Brokerage Accounts

An array of possibilities within the account that may include common and preferred stocks, municipal bonds, exchange-traded funds, mutual funds, annuities and money market funds.

Fixed and Variable Annuities

Investment strategies that can provide tax-deferred growth and an income stream later in life.

Insurance: Term, Whole, Universal

Protect your assets and your legacy in a more tax-efficient way.

Traditional and Roth IRA

A broad range of tax-deferred investment strategies and planning tools outside of the pension and 401k savings plan.

401k

Employer-sponsored plans to help with employee retention and planning for your and your employees future.

Simple and SEP IRAs

A retirement plan that may be established by employers, including self-employed individuals for the benefit of their employees.

Smart 529 Plan

A tax-advantaged savings plan designed to encourage families to save for college.

Sign Up For A Free Financial Review

Allow our Investment team to provide a free financial review in order to create a custom plan tailored to your specific goals and needs.

Schedule An Appointment With An Investment Specialist

Have questions? Not sure where to start? No worries. Allow our team at Clear Mountain Investments to help get you started. It’s easier than you think!

 

Give us your feedback!

We want to hear about your experiences at Clear Mountain Bank. If you have a comment, suggestion, or just want to let us know about a great experience you had at your local branch, please send us your feedback using the form below. Don’t include any confidential personal information or account numbers in your comments. Please note that this form is for general comments only. If you have a question or problem that needs immediate attention, please visit the Contact page.