Individuals and Families

Prepare for a refreshing change when you turn to Claris for you and your family’s personal wealth. Our firm has been modeled to serve in a fiduciary capacity, representing only your highest interests. Your assets will be managed according to the tenets of the Uniform Prudent Investor Rule, as drafted by the American Law Institute.

Our client experience helps remove reckless behavior and emotion from the wealth management equation. The result is a vantage point from which you can digest and understand your entire investment landscape, which is accomplished by:

  • An initial meeting we call “discovery,” which provides an opportunity for both parties to determine if a valuable working relationship can be established.
  • A follow up meeting where we assess your current portfolio and discuss opportunities to apply a prudent, evidence-based strategy going forward.
  • Once a client, you will then participate in regular progress meetings to ensure your well-reasoned plan remains intact.

Learn about our Wealth Management Services and Financial Planning.

“Most individual investors would be better off in an index mutual fund.”

Peter Lynch

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