Claris Advisors | St. Louis Wealth Management and Investment

Understand how capital markets work for you.

Invest in methodology grounded in decades of academic research.

Relax and spend time on what matters most to you.

Wash U Develops Proprietary Tax Management Software for Claris Clients

One of the most effective ways a wealth advisor can deliver consistent value to their clients is to engage in efficient tax-management of their portfolio. This has ALWAYS been easier…
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How Can the Stock Market Rise So Quickly in This Economy?

As the economic and capital markets landscape continues to rapidly shift and evolve, the most common questions we receive from clients has changed in kind. In early March, our clients…
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Top 3 Evidence-Based Reasons to Invest Internationally

U.S. stocks have significantly outperformed international stocks in recent years. Further, U.S.-based multinationals are major players in the world economy. Here at Claris, we have had clients ask whether they…
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Investment Methodology White Paper

A critical component to your client experience with our firm is the formation of a robust investment plan to guide you and us as we build and maintain your portfolio…
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Scott Iverson Named Member of Claris Advisors, LLC

Claris Advisors, LLC is proud to announce that Scott Iverson, CFP®, ChFC, CEBS, CRPS has been named a Member of the company effective 1/1/20. Scott has served as a wealth…
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Where Has the Value Premium Gone?

As evidence-based investors, Claris and our clients follow decades of Nobel Prize-winning research and tilt investment portfolios toward long-term sources of higher expected returns. These sources, or premiums, were conclusively…
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Volatility Continues as Trade Tensions Remain High

Coming off years of strong investor confidence, volatility has become the name of the game. 2018 was a hard year for equity markets when, for the first time in almost…
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Pouring Cold Water on the Bucket Investing Strategy

The bucket strategy is a commonly used investment strategy, dividing a retirement portfolio into at least two different accounts. One account is invested in a more aggressive manner for future…
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We clear the way to smarter investing.

At Claris Advisors, we help individuals, institutions and retirement plan sponsors understand the forces driving the market. We believe this is the best foundation for a solid, long-term investment plan. A plan based on academic research, not Wall Street hype. This is the secret to bringing clarity – and calm – back to your financial life.

Understand how capital markets work for you.

Invest in methodology grounded in decades of academic research.

Relax and spend time on what matters most to you.

We clear the way to smarter investing.

Understand. Invest. Relax. Only with Claris Advisors. See how.