Institutions

Claris Advisors delivers a suite of services focused on helping our institutional clients, over time, achieve the investment returns necessary to meet the objectives set forth in their Investment Policy Statements. Most importantly, by doing so, we help these clients advance the important work they do on behalf of their stakeholders.

We help achieve these outcomes by working with each client to update an existing investment plan or develop a new one. These plans are customized to focus on a client’s specific goalsĀ and are grounded in best practices defined by relevant fiduciary law and decades worth of research into the world’s financial markets.

We provide the following services for institutional clients:

Investment Strategy

  • Develop and/or review Investment Policy Statements
  • Establish asset allocations
  • Develop synthetic benchmarks aligned with asset allocations
  • Create spending policies
  • Perform liquidity analysis and related policy review or development

Portfolio Management

  • Construct portfolios
  • Research, select, oversee and replace managers
  • Manage cash-flow
  • Dynamic portfolio rebalancing
  • Act as custodial liaison

Reporting and Education

  • Develop customized performance reporting
  • Deliver investment committee presentations and stakeholder education on fiduciary law, investment strategy and client-specific portfolios
  • Perform ad-hoc or special-purpose reporting
  • Provide one-on-one staff support including reporting and analysis

 

“Most investors, both institutional and individual, will find the best way to own common stocks is through an index fund that charges minimal fees.”

Warren Buffet
Renowned Investor

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